Institutional Services Advisor, Sr
United Bank
481d
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About The Position
The Senior Institutional Services Advisor serves as the relationship manager for a diverse group of clients, focusing on business development and client retention. This role requires a deep understanding of investment management practices and 401(k) retirement plans, with responsibilities including preparing client proposals and leading investment reviews. The ideal candidate will thrive in a semi-autonomous environment while maintaining a client-centered focus, acting as a trusted advisor to meet the sophisticated needs of companies and institutions.
