The Director of Portfolio Management and Wealth Strategy (Director) position requires a broad and deep understanding of sophisticated investment strategies, wealth planning, risk management and fiduciary standards. The ideal candidate will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.
RESPONSIBILITIES
- Lead in-depth discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients.
- Assist with the design of investment strategies with other senior management.
- Guide the implementation of best in class investment management strategies among all portfolio management team members.
- Chair or co-chair the Investment Committee.
- Ensure portfolio management team’s fidelity to established investment processes.
- Monitor and approve trades as necessary, for the portfolio management team.
- Review, improve and approve as needed, team investment management materials, RFPs and performance reporting for clients and prospects.
- Design, refine and monitor the wealth planning delivery model, process and client deliverables.
- Coordinate with wealth and trust advisers on in-depth wealth planning deliverables for clients and prospects.
- Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary.
- Maintain and periodically review contracts and other documentation relating to arrangements with third party vendors.
- Complete assigned account annual reviews (“Reg-9” reviews) and related paperwork and records maintenance.
- Coordinate with compliance to enforce internal policies and procedures, as well as adhere to federal and state regulatory requirements.
Qualifications
- Bachelor's degree required
- MBA or advanced degree in Finance or related fields strongly preferred
- CFA, CFP, CIMA or other advanced accreditations required.
- Minimum of twelve (12) years investment management and fiduciary portfolio management experience required
- Minimum of three (3) years’ experience in leading teams required
- Advanced understanding of fiduciary wealth management principles required
- Strong, successful track record that meets or exceeds goals set consistently
- Ability to foster teamwork and motivate teams required
- Client-centric with excellent strategic thinking ability and consultative skills
- Expert proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
- Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor’s View, FirstRate)
- Ability to work with challenging clients and diverse groups of people
- Demonstrated experience in effective relationship management preferred
- Excellent verbal and written communication and interpersonal skills required
- Flexibility to accommodate work outside normal business hours required
- Ability to travel up to 25% required
KEY COMPETENCIES
- Leadership
- Wealth Planning
- Business Acumen
Essential Functions:
- 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
Company Profile
Our Total Rewards Package
In Washington D.C., the expected base pay salary range for this role is $152,036 - $266,064, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United’s Mission, Values and Culture can be found here.
At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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