Wealth Management Portfolio Manager, Sr

Wealth Management Portfolio Manager, Sr at United Bank Wealth Management Portfolio Manager, Sr at United Bank in Vienna, Virginia Posted in 1 day ago.

Type:

Full-Time Job Description:

United Bank United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Wealth Management Portfolio Manager, Sr Date:

May 18, 2026

Location:

Vienna, VA, US, 22182

Company:

United Bank Job Description The Senior Portfolio Manager position requires a broad and deep understanding of sophisticated wealth management, fiduciary practices and investment strategies. The Senior Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The ideal candidate will have extensive investment expertise and will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus. Senior Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of high net worth individuals, families, and institutions. The position requires an exceptional understanding of the full range of investment expertise in wealth management, fiduciary and related products, services, and processes.

RESPONSIBILITIES

Lead in-depth discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients. Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations. Prepare and present in-depth materials to prospective clients. Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary. Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department. Design and implement investment strategy within the Wealth Management division Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee. Complete assigned account annual reviews ("Reg-9" reviews) and related paperwork and records maintenance. Guide and mentor less experienced portfolio managers. Maintain a high service level by working closely with Private Wealth Advisors, Trust Officers, and department managers. Qualifications Bachelor's degree required Minimum of seven (7) years of investment management and fiduciary portfolio management experience required MBA or advanced degree in Finance or related fields preferred CFA, CFP, CIMA or other advanced accreditations required. Advanced understanding of fiduciary wealth management required Strong, successful track record that meets or exceeds goals set consistently required Ability to foster teamwork and motivate colleagues required Client-centered focus with excellent strategic thinking ability and consultative skills Expert proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor's View, FirstRate) Demonstrated experience in effective relationship management required Excellent verbal and written communication and interpersonal skills required Ability to work with challenging clients and diverse groups of people Ability to travel up to 25% required Flexibility to accommodate work outside normal business hours

KEY COMPETENCIES

Portfolio management Business Acumen Presentation skills Entrepreneurial spirit Enthusiastic, positive energy

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 Full-time Equal employment opportunity, including veterans and individuals with disabilities. PI284652551