Retirement Plan Manager

Select how often (in days) to receive an alert: Create Alert Location: Washington, DC, US, 20036 Morgantown, WV, US, 26505 Charleston, WV, US, 25301 Company: United Bank Job Description The Retirement Plan Manager’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 the administrative needs of 401(k) plans, 403(b) plans, defined benefit plans, and other types of qualified and non-qualified retirement plans. The Retirement Plan Manager actively participates in the sales process for prospective clients and in the retention of existing clients. This includes assisting in the preparation of proposals for new clients and leading presentations to new and existing clients. The ideal candidate will work in conjunction with wealth advisors across our footprint to attract and onboard new business, while operating in a semi-autonomous and entrepreneurial environment to maintain a sales and client-centered focus. Qualifications 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 Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP) 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 \> to travel as client or business needs required Key Competencies 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 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, DC the expected base pay salary range for this role is $111,709 - $195,491, 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. Access a list of benefits for which this position is eligible. 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. #J-18808-Ljbffr