Institutional Services Advisor Senior

1 day ago

Washington DC USA, United States United Bank Inc Full time
Job Title: Senior Institutional Services Advisor

The Senior Institutional Services Advisor is a key role within our organization, responsible for 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.

Key Responsibilities:
  • Participate in joint prospect and client meetings, responding to inquiries as necessary.
  • Discuss investment performance, economic and financial market trends with clients and prospects.
  • Meet with clients quarterly to review investment manager and portfolio performance, presenting recommendations as needed.
  • Lead client meetings for investment reviews, plan reviews, participant education/enrollment, and updating plan documents.
  • Coordinate retirement plan service provider searches, selections, and monitoring.
  • Develop leads and referrals from current clients and outside contacts, soliciting requests for proposals when appropriate.
  • Prepare and execute a business development plan.
  • Present sales materials to prospective clients.
  • Implement financial services and products offered through the Investment Management platform, recommending changes as necessary.
  • Maintain internal contact management databases and monitor client and prospect contact frequency.
  • Foster open communication with other Bank departments.
  • Provide strategic input to the Wealth Management department and management as needed.
Qualifications:
  • Bachelor's degree required.
  • Minimum of ten years of sales, investment, and portfolio management experience required.
  • Minimum of five years of wealth management experience required.
  • Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP).
  • Leadership experience preferred.
  • Strong, successful track record consistently meeting or exceeding 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.
  • Demonstrated experience in effective account/relationship management required.
  • Excellent verbal and written communication and interpersonal skills required.
  • Enthusiastic and 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.
  • 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 the organization.
  • Ability to observe, perceive, identify, and translate data.
  • Ability to travel via air, rail, automobile, and/or bus.
Company Profile:

United Bank Inc offers a comprehensive Total Rewards Package, including a competitive base salary range of $124,916 - $218,604, placement within the range determined on an individualized basis commensurate with experience and skills. The position may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.

At United, our strength is our people, and we are committed to nurturing an inclusive culture that celebrates diversity of thought, backgrounds, and experience, promotes respect and a shared purpose, and aligns with our core values. We are an Equal Opportunity Employer and welcome applications from all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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