
location_onNational Institutes of Health, 9000, Rockville Pike, Pooks Hill, Bethesda, Montgomery County, Maryland, 20892, United States
As the Market Leader for Wealth & Investment Management, you will serve as the primary relationship manager and face of United Bank within your assigned geographic region. This role is designed to drive business success by managing complex fiduciary accounts and cultivating deep relationships with a diverse network of ultra-high net worth clients, including individuals, families, and institutions.
You will act as a strategic partner to clients, discussing investment performance, economic trends, and financial market dynamics to address their evolving needs. Beyond client management, you will lead local marketing initiatives, host events, and build centers-of-influence to grow the brand presence of United Wealth Management. Success in this position requires a blend of entrepreneurial spirit and disciplined sales management to actively develop leads and referrals while partnering with Retail, Commercial, and Business Banking teams to deepen the bank's footprint in the community.
At United, we believe the challenge to be the best never ends. As a leader, you are expected to embody our core values of Integrity, Hard Work, Teamwork, and Caring. We hold our managers to fundamental standards that drive our business forward:
Our strength lies in our people. We are committed to nurturing a culture that reflects the communities we serve, promotes respect and a shared purpose, and aligns with our core values. We recognize our employees as our greatest asset and strive to provide professional and personal development opportunities, including career advancement, industry trainings, wellness initiatives, and mentoring programs.
United Bank is an Equal Opportunity Employer. We are committed to nurturing a culture that is reflective of the communities we serve. 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.
Work model: On-site
National Institutes of Health, 9000, Rockville Pike, Pooks Hill, Bethesda, Montgomery County, Maryland, 20892, United States
Bethesda, Maryland
Master's degree. Certified Financial Planning certification.