Unknown Company

Senior Private Wealth Investment Strategist

clayton, mo • Posted 1 weeks ago
Onsite Full Time Business Development & Strategy

UMB Financial Corporation seeks a Senior Investment Strategist for its Private Wealth Management division in Clayton, MO. You will lead investment strategy, asset allocation, and discretionary management for high-net-worth individuals and families, collaborating with the Portfolio Construction Desk and Wealth Advisors.

The role requires 8+ years in investment management, financial planning, or brokerage, and Series 65 eligibility within 120 days.

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Senior Private Wealth Investment Strategist in clayton at Unknown Company

This position is listed as full time and onsite.

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