UMB Financial Corporation's Private Wealth Management division seeks a Senior Investment Strategist for high-net-worth clients ( investable assets typically $3M+). You will steer asset allocation, oversee discretionary accounts, and work within the Portfolio Management Division to implement investment strategies.
You’ll partner with the Portfolio Construction Desk, assist Wealth Advisors, and lead client meetings to discuss strategy options and performance while ensuring policy alignment and
#J-18808-LjbffrSenior Wealth Investment Strategist (Hybrid) in plano at Unknown Company
This position is listed as full time and onsite.