United Bank · 1 day ago
Chief Investment Officer
Washington, DC
Full-time
Onsite
Director/Executive
$204K/yr - $357K/yr
15+ years expUnited Bank is seeking a Chief Investment Officer (CIO) who will be responsible for establishing and guiding the overall philosophy and strategy of comprehensive Investment Management within Wealth Management. The CIO will lead a team of professionals in implementing and managing investment strategies, conducting due diligence, and maintaining investor relationships.
BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management
Responsibilities
Establishes and owns the vision, overall investment strategy and risk appetite in investment management, in coordination with internal senior level committees
Leads the Investment Management Group and participates in various senior level committees
Develops existing and new investment strategies based on company’s philosophy and client profiles
Maintains expertise on current developments in financial markets and related global economics
Participates in high-value client and prospect meetings
Active and committed to conducting original research and publishing white papers
Participates in the strategic planning and decision making for the group
Maintains an investment culture dedicated to prudent fiduciary and risk management standards
Oversees and guides all securities and investment manager due diligence and asset allocation and risk models
Sources and vets specific private capital investments
Oversees or manages all investment related projects and initiatives
Qualification
Required
Bachelor's degree required
MBA or advanced degree in Finance or related fields required
Chartered Financial Analyst (CFA) designation required and CFP, CIMA or other advanced accreditations highly desired in addition to the CFA
Minimum of fifteen (15) years of direct experience in the industry or related industries required
Minimum of five (5) years' experience in leading teams required
Expert knowledge of investment strategies, investment solutions, private markets, and the wealth management industry required
Demonstrated ability for business development
Exceptional written and verbal communication skills and presentation abilities
Ability to travel up to 25%
Preferred
Prior experience as CIO is highly desired
Benefits
May be eligible for cash bonuses
Long-term incentives
Commissions
Other United Bank sponsored benefit programs
Company
United Bank
United Bank is a bank that offers lending services to customers.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
J
James Consagra
CEO
R
Ross Draber
Chief Operating Officer
Recent News
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