Institutional Services Consultant

1 day ago

Washington DC USA, United States United Bank Inc Full time
Job Summary

The Institutional Services Advisor plays a pivotal role in serving as the primary relationship manager for a diverse group of clients. This position requires a deep understanding of sophisticated investment management practices and 401(k) retirement plans. The successful candidate will actively participate in the retention of existing clients, including assisting in the preparation and presentation of client proposals. This role operates in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

Key Responsibilities

  • Lead team initiatives, including participation in joint prospect and client meetings and responding to inquiries as appropriate.
  • 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.
  • Lead client meetings for investment reviews, plan reviews, participant education/enrollment, updating plan documents, etc.
  • Coordinate 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.
  • Prepare and execute 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.
Requirements

  • 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

Our Total Rewards Package

In Washington D.C., the expected base pay salary range for this role is $102,727-$179,773, 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.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

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.

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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