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United Bank

Community bank with local decision-making.

Market Leader - Wealth & Investment Management

Wealth Management & Financial AdvisoryUpdated on Nov 10
Full-timeBethesda, MD, USA

About the Job

Requirements

  • A bachelor's degree is required; a master's degree or advanced professional designation is preferred.
  • At least ten years of financial sales, investment, or portfolio management experience is required, and at least five years of wealth management experience is required.
  • At least eight years of experience in wealth management, trust administration, fiduciary services, investment management, private banking, or a related financial services field is required.
  • The ability to attain Certified Trust and Financial Advisor certification within one year of employment is required.
  • Advanced knowledge of fiduciary administration, wealth management services, trust operations, and investment principles is required.
  • Demonstrated success in business development, relationship management, and market growth is required.
  • A strong understanding of fiduciary risk management, regulatory requirements, and client service standards is required.
  • The ability to lead, coach, and develop professional-level employees is required.
  • The ability to influence outcomes across multiple business lines and stakeholder groups is required.
  • The ability to travel within assigned markets and attend client, business development, and community events is required.
  • The ability to present situations and resolutions effectively is required.
  • The ability to travel as business needs arise, including occasional overnight travel, is required.
  • The ability to read and interpret legal documents is required.
  • The ability to design, develop, and support fiduciary responsibilities and transactions is required.
  • The ability to sell financial solutions to clients and prospects is required.
  • The ability to sit for extended periods is required.
  • The ability to converse and exchange information with staff at all organizational levels and external clients for extended periods is required.
  • The ability to observe, perceive, identify, and translate data is required.
  • The ability to travel by air, rail, automobile, or bus is required.

Responsibilities

  • Serve as the senior Wealth Management leader within the assigned market and act as the primary representative of Wealth Management throughout the community.
  • Develop and execute market business plans to grow assets under management, revenue, referrals, and client acquisition.
  • Establish and maintain relationships with community leaders, centers of influence, attorneys, accountants, and strategic referral sources.
  • Lead local business development efforts, networking activities, educational events, and community engagement initiatives.
  • Partner with Commercial Banking, Business Banking, Retail Banking, and Private Banking leaders to identify opportunities and generate referrals.
  • Monitor market performance and implement strategies to achieve growth and profitability objectives.
  • Maintain executive-level responsibility for selected high-value and complex client relationships.
  • Lead client discussions regarding fiduciary administration, investment performance, wealth planning, and relationship strategy.
  • Support retention of key relationships through proactive client engagement and consultative problem solving.
  • Participate in prospect meetings, proposal presentations, and relationship onboarding activities.
  • Serve as an escalation resource for complex client situations and relationship concerns.
  • Ensure fiduciary activities within the market comply with governing documents, regulatory requirements, and internal policies.
  • Promote consistent application of fiduciary standards, risk management practices, and operational controls across the market.
  • Review complex discretionary matters and provide guidance regarding fiduciary decision-making.
  • Partner with Compliance, Risk, Legal, and Wealth Management leadership to identify and address potential concerns.
  • Ensure timely resolution of audit findings, compliance issues, and operational exceptions.
  • Lead, develop, coach, and retain high-performing fiduciary and wealth management professionals.
  • Establish clear performance expectations and accountability measures aligned with business objectives.
  • Conduct performance evaluations, career development discussions, and succession planning activities.
  • Foster collaboration, employee engagement, and a client-focused culture across the market.
  • Support onboarding, mentoring, and professional development opportunities for team members.
  • Promote accountability, continuous growth, sound judgment, and employee development in line with the organization's leadership expectations.

Desired Qualifications

  • A master's degree or advanced professional designation is preferred.
  • At least three years of leadership or supervisory experience is preferred.
  • Certified Financial Planner certification is highly desired.
  • Certified Trust and Financial Advisor, Certified Financial Planner, Chartered Financial Analyst, Certified Public Accountant, Juris Doctor, or a comparable professional designation is preferred.

About the Company

United Bank

Community bank with local decision-making.

United Bank is a community bank serving markets in the Mid-Atlantic and Southeast with more than 220 locations and 2,500 employees. It combines local decision-making and personalized service with the resources, products, and technology of a larger bank. The bank builds long-term personal relationships, offering customized financial solutions to help customers grow and thrive while maintaining safe, sound, and secure practices. Its goal is to be a reliable banking partner for customers, team members, shareholders, and communities for decades, backed by strong earnings and solid asset quality as a stable, FDIC-insured institution and Equal Housing Lender.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Vienna, VA
Founded
1839

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