The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.
As the Implementation Specialist II, you will deliver investment management services for Private Wealth Management. This position is primarily focused on actively transitioning investment portfolios.
How you’ll spend your time:
- Support new business development efforts of our Wealth Advisors.
- Implement the investment policy within portfolios for which UMB has investment responsibility and communicate this policy to Practice Teams.
- Increase Assets under Management (AUM) and revenue by conveying the UMB investment process and policies to help the Wealth Advisor complete the sale of investment services.
- Contribute to required Investment Compliance reviews.
- Ensure adherence to corporate policy, operational policy, and regulatory guidance.
- Ensure all minimum standards of care are met.
- Other duties as assigned.
We’re excited to talk to you if:
- You possess a college degree or relevant equivalent experience.
- You have 3 years’ experience in Investment Management, Financial Planning or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction.
- You demonstrate effective communication skills (verbal, written, listening, presentation).
- You show trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.
- You demonstrate strong interpersonal skills to build relationships internally, as well as externally.
Bonus points if:
- You hold one of the following credentials: MBA, CFA, CFP, CPA, or JD.
- You have direct experience managing and rebalancing individual portfolios through a multi-asset class investment strategy.
Compensation Range:
Minimum: $69,230.00 - Maximum: $179,300.00
The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.
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What We Do
UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.
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