Institutional Services Advisor

Institutional Services Advisor

The Institutional Service Advisor's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plans. The 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.

RESPONSIBILITIES :

• 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.
• Assist in coordinating 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 proposal 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 the 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.

QUALIFICATIONS :

KEY COMPETENCIES :

ESSENTIAL FUNCTIONS :

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; 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, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.