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Senior Institutional Portfolio Strategist

Job in St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listing for: UMB Bank
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 141000 - 208000 USD Yearly USD 141000.00 208000.00 YEAR
Job Description & How to Apply Below
Location: St. Louis

UMB Bank is seeking an experienced Relationship Manager II for its Institutional Investment Management group in the St. Louis area.

You will coordinate investment strategies and asset allocation for IIM clients, serving as the primary liaison between clients and the Portfolio Construction Desk. You will open advisory accounts, manage discretionary investments, and develop tailored IPS-based strategies for clients with $2–$25 million in assets under management, while ensuring accurate reporting

We are currently recruiting a Senior Institutional Portfolio Strategist for our team in St. Louis, MO, United States.

We have an opening for a Senior Institutional Portfolio Strategist in St. Louis, MO, United States within Finance, Management & Operations.

This role, Senior Institutional Portfolio Strategist at UMB Bank, could be your next move.

Are you ready to take on the Senior Institutional Portfolio Strategist role at UMB Bank?

Position Requirements
10+ Years work experience
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