Director of Portfolio Management and Wealth Strategy

4 weeks ago

Washington DC USA, United States United Bank Inc Full time

Job Summary

The Director of Portfolio Management and Wealth Strategy position at United Bank Inc requires a deep understanding of sophisticated investment strategies, wealth planning, risk management, and fiduciary standards. This role involves leading in-depth discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients.

Key Responsibilities

  • Lead in-depth discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients.
  • Assist with the design of investment strategies with other senior management.
  • Guide the implementation of best-in-class investment management strategies among all portfolio management team members.
  • Chair or co-chair the Investment Committee.
  • Ensure portfolio management team's fidelity to established investment processes.
  • Monitor and approve trades as necessary, for the portfolio management team.
  • Review, improve, and approve as needed, team investment management materials, RFPs, and performance reporting for clients and prospects.
  • Design, refine, and monitor the wealth planning delivery model, process, and client deliverables.
  • Coordinate with wealth and trust advisers on in-depth wealth planning deliverables for clients and prospects.
  • Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary.
  • Maintain and periodically review contracts and other documentation relating to arrangements with third-party vendors.
  • Complete assigned account annual reviews ('Reg-9' reviews) and related paperwork and records maintenance.
  • Coordinate with compliance to enforce internal policies and procedures, as well as adhere to federal and state regulatory requirements.

Qualifications

  • Bachelor's degree required
  • MBA or advanced degree in Finance or related fields strongly preferred
  • CFA, CFP, CIMA, or other advanced accreditations required
  • Minimum of twelve (12) years investment management and fiduciary portfolio management experience required
  • Minimum of three (3) years' experience in leading teams required
  • Advanced understanding of fiduciary wealth management principles required
  • Strong, successful track record that meets or exceeds goals set consistently
  • Ability to foster teamwork and motivate teams required
  • Client-centric with excellent strategic thinking ability and consultative skills
  • Expert proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
  • Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor's View, FirstRate)
  • Ability to work with challenging clients and diverse groups of people
  • Demonstrated experience in effective relationship management preferred
  • Excellent verbal and written communication and interpersonal skills required
  • Flexibility to accommodate work outside normal business hours required
  • Ability to travel up to 25% required

Company Profile

United Bank Inc offers a Total Rewards Package that includes a competitive base salary range of $152,036 - $266,064, placement within the range will be determined on an individualized basis commensurate with experience and skills, and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.

At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring, and leadership programs.

United Bank Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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