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UMB invites qualified professionals to apply for the Senior Investment Strategist - Private Wealth full-time opportunity based in 2 Locations. This role centers on guiding sophisticated investment approaches that serve private wealth objectives for clients seeking long-term portfolio growth and stability. Position Summary The Senior Investment Strategist - Private Wealth position at UMB places you at the center of portfolio design and market insight generation for private wealth clients located near 2 Locations. You will evaluate economic indicators, construct diversified allocations, and deliver clear recommendations that align with individual risk tolerances and life-stage goals. Daily work balances rigorous quantitative modeling with thoughtful client-facing communication, ensuring strategies remain responsive to shifting markets while advancing overall private wealth outcomes. This full-time Senior Investment Strategist - Private Wealth assignment emphasizes both independent analysis and close partnership with internal wealth teams across the 2 Locations footprint. What You'll Do Build and continuously refine multi-asset investment frameworks tailored to private wealth client mandates. Perform thorough macroeconomic and security-level research that drives asset-allocation and tactical decisions. Partner with relationship managers and advisors to interpret client objectives and translate them into actionable portfolio construction. Track performance attribution, rebalance exposures as needed, and document rationale for strategy adjustments. Generate concise investment commentaries, risk reports, and presentation materials for internal and client audiences. Monitor evolving regulatory landscapes and capital-market developments that affect private wealth portfolios. Contribute thought leadership on emerging investment themes relevant to high-net-worth strategies. What You Bring Demonstrated background developing investment strategies specifically within private wealth contexts. Advanced analytical capabilities applied to market data, portfolio risk metrics, and scenario modeling. Clear verbal and written communication skills that simplify complex financial concepts for diverse audiences. Solid command of equities, fixed income, alternatives, and other asset classes used in private wealth portfolios. Capacity to collaborate effectively across teams operating in 2 Locations while maintaining high standards of independent judgment. Familiarity with portfolio-management systems and research platforms commonly employed by investment strategists. About the Company UMB is hiring for this Senior Investment Strategist - Private Wealth role and offers a supportive team environment. Apply Today To apply, complete your application…
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