Portfolio Manager wm
United Bank
Washington DC, Washington DC
December 14, 2025
About the Role
JOB DESCRIPTION
The Portfolio Manager position requires a broad and deep understanding of wealth management, fiduciary practices and
investment strategies. The 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.
Responsibilities
- Perform core duties as described.
Requirements
- Relevant experience or willingness to learn.
Benefits
- Benefits per job description.
Compensation
To be discussed.
Location & Schedule
Per job description.
How to Apply
Use the “Apply” button.