United Bank · 18 hours ago
Retirement Plan Manager
Washington, DC
Full-time
Onsite
Senior Level
$112K/yr - $195K/yr
5+ years expUnited Bank is seeking a Retirement Plan Manager to serve as the relationship manager for a diverse group of clients. The role involves managing client relationships for retirement plans, leading onboarding processes, and collaborating with wealth advisors to attract new business.
BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management
Responsibilities
Serve as primary relationship manager for company-sponsored retirement plans across our footprint and lead the onboarding of new clients
Responsible for team initiatives, including participation in prospect and client meetings and responding to client inquiries as appropriate
Responsible for leading client meetings and preparation of materials for investment reviews, plan reviews, and participant education/enrollment meetings
Meet with clients on a quarterly basis, or as needed, to review investment manager and portfolio performance and present appropriate recommendations
Prepare and present sales materials to prospective clients
Ability to discuss investment performance, economic, and financial market trends with clients and prospects
Assist in coordinating retirement plan service provider search, selection and monitoring, including recordkeepers, investment fund managers and third-party administrators as necessary
Manage retirement plan lineups, including the monitoring of existing client investment lineups and designing investment lineups for new plans in conjunction with our investment team as well as independently
Develop leads and referrals from current clients, outside contacts and internal bank partners; solicit requests for proposal where appropriate
Maintain internal contact management database and monitor the frequency of client and prospect contact
Foster open communication with other Bank departments and meet with internal bank partners to educate them on our institutional investment offerings
Provide strategic input to the Wealth Management department and management as necessary
Qualification
Required
Bachelor's degree required
Minimum of five (5) years of investment and portfolio management experience required
Minimum of three (3) years of experience in the retirement plan space or working directly with 401(k) plan sponsors required
Demonstrated experience in effective account/relationship management required
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
Excellent verbal and written communication and interpersonal skills required
Enthusiastic, positive energy demeanor
Ability to accommodate work outside normal business hours required
Ability to travel as client or business needs required
Preferred
Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP)
Benefits
Annual merit increase based upon performance
Cash bonuses
Long-term incentives
Commissions
Other United Bank sponsored benefit programs
Career advancement
Job and industry trainings
Wellness initiatives
Mentoring and leadership 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
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