Chief Investment Officer

The Chief Investment Officer (CIO) is the thought leader and visionary responsible for establishing and guiding the over-all philosophy and strategy of comprehensive Investment Management, culture, and risk appetite within Wealth Management. The CIO is the face and champion of the Investment Management approach to wealth clients, other internal bank clients, prospects and centers of influence. As the lead expert, the CIO attracts and retains new clients and assets under management.

The CIO leads a team of professionals that have responsibilities including : all facets of implementing, managing and monitoring activities related to investment management, conducting securities and manager due diligence research, evaluating investment performance, working with external industry partners and maintaining positive investor relationships. The CIO also develops and maintains investment and risk management policies appropriate for the fiduciary asset management environment.

RESPONSIBILITIES

Establishes and owns the vision, overall investment strategy and risk appetite in investment management, in coordination with internal senior level committees.

Leads the Investment Management Group and participates in various senior level committees.

Develops existing and new investment strategies based on company’s philosophy and client profiles

Maintains expertise on current developments in financial markets and related global economics.

Participates in high-value client and prospect meetings.

Active and committed to conducting original research and publishing white papers.

Participates in the strategic planning and decision making for the group.

Maintains an investment culture dedicated to prudent fiduciary and risk management standards.

Oversees and guides all securities and investment manager due diligence and asset allocation and risk models.

Sources and vets specific private capital investments.

Oversees or manages all investment related projects and initiatives.

Qualifications

Bachelor’s degree required

MBA or advanced degree in Finance or related fields required

Chartered Financial Analyst (CFA) designation required and CFP, CIMA or other advanced accreditations highly desired in addition to the CFA.

Minimum of fifteen (15) years of direct experience in the industry or related industries required

Minimum of five (5) years’ experience in leading teams required

Prior experience as CIO is highly desired.

Expert knowledge of investment strategies, investment solutions, private markets, and the wealth management industry required

Demonstrated ability for business development

Exceptional written and verbal communication skills and presentation abilities

Ability to travel up to 25%

KEY COMPETENCIES : Business Development

Leadership

Strategic Planning

Thought Leadership

Investment Product Expertise

Essential Functions

Sitting 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

In Washington, DC., the expected base pay salary range for this role is $204,218 to $357,382, 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.

Benefits and Additional Information

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

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.

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