Senior Investment Strategist – Private Wealth

UMB Bank

Senior Investment Strategist specializing in investment strategy and asset allocation for high-net-worth clients at UMB. Collaborating with a team of professionals to deliver tailored investment solutions.

Posted 7/14/2026full-timeDallas • Texas • 🇺🇸 United StatesSenior💰 $141,354 - $207,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in Investment Management and Financial Planning, with a strong focus on portfolio construction and asset allocation strategies for high-net-worth clients. Proven ability to build and maintain client relationships while ensuring compliance with state and federal regulations.

Highest-signal resume keywords

Investment ManagementFinancial PlanningPortfolio ConstructionClient Relationship DevelopmentLeadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy DevelopmentAsset AllocationPortfolio ModelingInvestment Advisory ManagementTrading Knowledge

Soft Skills

Emotional IntelligenceStrong Communication Skills

Industry Keywords

Private Wealth ManagementDiscretionary ManagementState and Federal LawsInvestment Policies and Procedures

About the role

Key responsibilities & impact

Serve as the investment management subject matter expert within a team of professionals.
Play a crucial part in the development, maintenance, and oversight of the investment strategy and asset allocation for clients serviced by the Private Wealth Management team.
Focus on serving individuals and families with at least $3 million in investable assets.
Oversee the management of investment advisory accounts on a discretionary basis.

Requirements

What you’ll need

You possess a college degree or relevant experience.
You have 8 years’ experience in Investment Management, Financial Planning, or Brokerage.
Ability to communicate complex and detailed information related to investment management process and portfolio construction.
Demonstrate a high degree of emotional intelligence when interacting with clients and internal partners.
Demonstrates ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities.
Demonstrates strong communication skills (verbal, written, listening, presentation).
Demonstrates trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.
Demonstrates strong leadership skills.

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits