Institutional Services Advisor, Sr at United Bank in McLean, Virginia

Posted in General Business 13 days ago.

Job Description:

United Bank

United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Location: McLean, VA, US, 22102
Company: United Bank

Job Description

The Senior Institutional Services Advisor's primary role is to serve as the relationship manager for a diverse group of clients and focus on business development. This position requires a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plans. The Senior Institutional Services Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals. The ideal candidate will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

Senior Institutional Services Advisors are team players and methodical business builders with experience and expertise as trusted advisors serving the sophisticated needs of companies and institutions. The position requires an exceptional understanding of the full range of investment expertise in investment management and related products, services, and processes.


Responsible for team initiatives, including participation in joint prospect and client meetings and responding to inquiries as appropriate.
Ability to 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.
Responsible for leading 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 proposals where appropriate.
Responsible for preparing and executing 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 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.


Bachelor's degree required
Minimum of ten (10) years of sales, investment, and portfolio management experience required
Minimum of five (5) 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 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
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


Account management
Relationship building
Industry knowledge & Expertise
Presentation skills
Entrepreneurial spirit


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

This job description is not intended to be all-inclusive; the employee will also perform other duties as assigned. This document is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.

Company Profile

With over 180 years of experience, United Bank is one of the region's premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with nearly $20 billion in assets.

At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work.

United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.

Nearest Major Market: Washington DC
Job Segment: Business Development, Bank, Banking, Outside Sales, Database, Sales, Finance, Technology PI124685887