umb financialClayton, MO
Senior Private Wealth Investment Strategist
Senior Private Wealth Investment Strategist
Senior Private Wealth Investment Strategist
umb financialClayton, MO
today
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →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.
Also on the board Same function, level within a rung
Level
Senior
Location
Clayton, MO
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today