Institutional Services Advisor

4 weeks ago

Washington, United States United Bank, Inc. Full time

Job Description

The Institutional Service Advisor's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plans. The Institutional Services Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals. The ideal candidate will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

RESPONSIBILITIES:

* Responsible for team initiatives, including participation in joint prospect and client meetings and responding to inquiries as appropriate.
* Ability to discuss investment performance, economic, and financial market trends with clients and prospects.
* Meet with clients on a quarterly basis, or as needed, to review investment manager and portfolio performance and present appropriate recommendations.
* Responsible for leading client meetings for investment reviews, plan reviews, participant education/enrollment, updating plan documents, etc.
* Assist in coordinating retirement plan service provider search, selection and monitoring, including recordkeepers, investment fund managers and third-party administrators as necessary.
* Develop leads and referrals from current clients and outside contacts; solicit requests for proposal where appropriate.
* Responsible for preparing and executing a business development plan.
* Prepare and present sales materials to prospective clients.
* Implement financial services and products offered through the Investment Management platform; recommend changes when necessary.
* Maintain internal contact management database and monitor the frequency of client and prospect contact
* Foster open communication with other Bank departments.
* Provide strategic input to the Wealth Management department and management as necessary.



Qualifications

* Bachelor's degree required
* Minimum of five (5) years of sales, investment, and portfolio management experience required
* Minimum of three (3) years of wealth management experience required
* Demonstrated experience in effective account/relationship management required
* Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP)
* Strong, successful track record that consistently meets or exceeds goals
* Ability to foster teamwork and motivate colleagues required
* Client-centered focus with excellent strategic thinking ability and consultative skills
* Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
* Excellent verbal and written communication and interpersonal skills required
* Enthusiastic, positive energy demeanor
* Ability to accommodate work outside normal business hours required
* Ability to travel as client or business needs required

KEY COMPETENCIES:

* Account management
* Relationship building
* Industry knowledge & Expertise
* Presentation skills
* Entrepreneurial spirit

ESSENTIAL FUNCTIONS:

* Sitting/standing for extended periods of time
* Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components
* Ability to converse and exchange information with all levels of staff within organization
* Ability to observe, perceive, identify, and translate data
* Ability to travel via air, rail, automobile, and/or bus



Company Profile

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.

Nearest Major Market: Washington DC

Job Segment: Relationship Manager, RFP, Pre-Sales, Outside Sales, Banking, Customer Service, Sales, Finance

  • Institutional Services Advisor

    3 weeks ago

    Washington, United States United Bank, Inc. Full time

    The Institutional Service Advisors primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plan Advisor, Relationship Manager, Service Advisor, Investment, Microsoft, Management, Banking

  • Institutional Services Advisor, Sr

    3 weeks ago

    Washington, United States United Bank, Inc. Full time

    The Senior Institutional Services Advisors primary role is to serve as the relationship manager for a diverse group of clients and focus on business development. This position requires a broad and deep understanding of sophisticated investment manag Advisor, Business Development, Relationship Manager, Service, Investment, Management, Banking

  • Institutional Services Advisor

    5 days ago

    Washington, United States United Bank Inc Full time

    Job Description The Institutional Service Advisor's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plans. The Institutional Services Advisor actively participates in the retention of existing...

  • Institutional Services Advisor, Sr

    4 weeks ago

    Washington, United States United Bank Inc Full time

    Job Description The Senior Institutional Services Advisor's primary role is to serve as the relationship manager for a diverse group of clients and focus on business development. This position requires a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plans. The Senior Institutional Services Advisor...

  • SVP, Institutional Client Advisor

    1 week ago

    Washington, United States Franklin Templeton Full time

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

  • Communications Specialist

    2 weeks ago

    Washington, United States Institutional Shareholder Services Full time

    Let’s be #BrilliantTogether ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating...

  • Service Advisor

    1 week ago

    Washington, United States Audi Washington Full time

    1 Cochran Audi Washington is looking for a service advisor to join their team!  As a Service Advisor, you will own our customer’s experience in the service lane. You are the first point of contact with our customers and will be well-versed in product offerings, inventory needs, technician scheduling and customer service. From greeting vehicle owners on...

  • Service Advisor

    1 week ago

    Washington, United States Audi Washington Full time

    1 Cochran Audi Washington is looking for a service advisor to join their team! As a Service Advisor, you will own our customer’s experience in the service lane.You are the first point of contact with our customers and will be well-versed in product offerings, inventory needs, technician scheduling and customer service.From greeting vehicle owners on the...

  • Advisor, Policy

    1 month ago

    Washington, United States CSBS Full time

    The Advisor, Policy & Supervision (Advisor) will work cross-functionally across the Policy & Supervision business unit providing technical expertise and leadership on financial services supervision, policy, regulatory, and legislative matters and serve as an advisor to the business unit leadership team. The individual will provide expertise and support to...

  • Assistant Service Advisor

    2 weeks ago

    Washington, United States Budd Baer Automotive Full time

    As an Assistant Service Advisor, you will own our customer’s experience in the service lane. You are the first point of contact with our customers and will become well-versed in product offerings, inventory needs, and customer service. From greeting vehicle owners on the drive line to explaining the repair process, our Service Advisors are true...

  • Attorney-Advisor

    1 month ago

    Washington, Washington, D.C., United States Non-Departmental Agency Full time

    SummaryThis position is located at Consumer Financial Protection Bureau, Office of Regulations. As an Attorney-Advisor, the incumbent is an authority on the most significant legal issues and conducts complex projects related to the formulation, implementation and interpretation of laws, regulations and rules in one or more areas of financial services and...

  • Service Advisor

    2 weeks ago

    Washington, United States Budd Baer Automotive Full time

    As a Service Advisor, you will own our customer’s experience in the service lane. You are the first point of contact with our customers and will be well-versed in product offerings, inventory needs, technician scheduling and customer service. From greeting vehicle owners on the drive line to explaining the repair process, our Service Advisors are true...

  • Automotive Service Advisor

    1 month ago

    Washington, United States Chris Auffenberg Ford (Washington MO) Full time

    Job DescriptionJob DescriptionJob SummaryChris Auffenberg Ford in Washington MO is looking for an experienced Automotive Service Advisor to join their team. The ideal candidate will act as a liaison between customers and technicians. The Automotive Service Advisor will assist customers with repair inquiries, schedule service appointments, and ensure that...

  • Automotive Service Advisor

    2 weeks ago

    Washington, United States Chris Auffenberg Ford Inc Full time

    Job Description Job Description Job Summary Chris Auffenberg Ford in Washington MO is looking for an experienced Automotive Service Advisor to join their team. The ideal candidate will act as a liaison between customers and technicians. The Automotive Service Advisor will assist customers with repair inquiries, schedule service appointments, and ensure that...

  • Attorney-advisor

    1 month ago

    Washington, United States Consumer Financial Protection Bureau Full time

    Division/Office: - Research, Monitoring & Regulations - Regulations - Closing date: - May 2, 2024 - Location: - Washington, DC - Grade: - 71 - Salary: - $158,167-255,000 - Who may apply: - Open to All US Citizens (Excepted service - Permanent) **Summary**: This position is located at Consumer Financial Protection Bureau, Office of Regulations. As an...

  • Communications Specialist

    1 day ago

    Washington, United States ISS | Institutional Shareholder Services Full time

    Let’s be #BrilliantTogether ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots...

  • Tuberculosis Accelerator Advisor

    1 month ago

    Washington, United States Public Health Institute Full time

    **POSTING NUMBER**: #016-24 **POSITION TITLE**: Tuberculosis Accelerator Advisor **CLOSING DATE**: Until Filled **LOCATION**: Washington, DC **Job Location**: Washington, DC **Telework Eligible**: Yes, at least 3 days per week in-person reporting at Washington, DC office. **Remote Eligible**: No. **A. Summary Statement**: The Public Health Institute...

  • Tuberculosis Accelerator Advisor

    6 days ago

    Washington, United States Credence Management Solutions, LLC Full time

    Overview: **Job Location**: Washington, DC **Telework Eligible**: Yes, at least 3 days per week in-person reporting at Washington, DC office. **Remote Eligible**: No. **Summary Statement** The Global Health Training, Advisory and Support Contract (GHTASC) delivers effective global health programming to advance the mission of the U.S. Agency for...

  • Express Service Advisor

    2 weeks ago

    Washington, United States Budd Baer Automotive Full time

    As an Express Service Advisor, you will own our customer’s experience in the service lane. You are the first point of contact with our customers and will be well-versed in product offerings, inventory needs, technician scheduling and customer service. From greeting vehicle owners on the drive line to explaining the repair process, our Service Advisors are...

  • Service Advisor- Herb Gordon Subaru

    2 weeks ago

    Washington, United States Mile One Automotive Full time

    Job Description Volvo Cars Silver Spring is a part of the fast-growing MileOne Autogroup, a leader in automotive service. We are immediately hiring an Automotive Service Advisor/ Service Writer for our busy automotive Service Department. Our automotive Service Advisor/ Service Writer greets customers and consults with them on their vehicle service needs....