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Senior Wealth Strategy Architect
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-17
Listing for:
UMB Financial Corporation
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
UMB Financial Corporation’s Private Wealth Management Division seeks a Senior Investment Strategist to work directly with sophisticated high-net-worth clients, crafting customized investment solutions and guiding discretionary portfolios. You will lead investment strategy development and asset allocation for multi-million dollar client bases in a team setting.
The role emphasizes expertise in portfolio modeling, regulatory compliance, and strong client communication.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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