Market Leader, Wealth & Investment Management

United Bank•Bethesda, MD

1d•$165,818 - $290,182•Hybrid

About The Position

The Market Leader's role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as managing complex fiduciary accounts and relationships. They are responsible for the business success within an assigned geographic region and will serve as the face of Wealth Management within that market. This position requires a broad and deep understanding of sophisticated wealth management practices and investment strategies.

Requirements

Bachelor’s degree required
Minimum of ten (10) years of financial sales, investment, or portfolio management experience required
Minimum of five (5) years of wealth management experience required
Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment required
Ability to present situations and resolutions effectively
Ability to travel as business needs arise, some travel may require overnight stay
Ability to read and interpret legal documents
Ability to design, develop, and support fiduciary responsibilities and transactions
Ability to sell financial solutions to clients and prospects
Excellent customer service skills

Nice To Haves

Master’s degree is a plus
Certified Financial Planning certification highly desired

Responsibilities

Serve as the market representative and leader of Wealth & Investment Management division in assigned area, building strong community and industry relationships.
Discuss investment performance, economic and financial market trends with ultra-high net worth clients which can be individuals, families or institutions.
Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations to address their continued needs.
Actively seek and develop leads and referrals from current clients and outside contacts. Build and manage a healthy activity pipeline; enforce disciplined Sales Management usage and activity standards.
Lead local marketing, events, and centers-of-influence outreach to grow brand presence for United Wealth Management.
Partner with Retail, Commercial, Business Banking, and other United Bank teams to generate referrals and deepen relationships.
Implement financial products and services offered through the Wealth Management platform; recommend changes when necessary.
Engage in fiduciary decision making through account management of complex client trust accounts according to each of the legal document directives.
Responsible for handling risk management and resolution of legal and compliance issues for assigned market. Ensures that internal compliance and proper documentation requirements are met and consistent with internal fiduciary policies and procedures regarding the Trust documents including discretionary actions and all other Bank policies and guidelines. Escalate issues or concerns as needed.
Prepare or oversee annual or quarterly account reviews for each account.
Review performance of investments with the assigned portfolio manager for each account to ensure proper investment allocations and profitability.