M&T Bank
Wealth Management
WealthAdvisorTeamLeader
“Wealth Advisor Team Leader at M&T Bank. Skills: Wealth Advisor leadership, Team management, Sales strategy development, Client relationship building, Financial advisory. Lead a team of Wealth Advisors to meet established objectives.. Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and post-calls, relationship reviews and sales coaching and team sales coaching programs to ensure goals are met.”
What You'll Achieve.
Meet established objectives.; Ensure goals are met.; Deliver an excellent client experience.; Support growth strategies.; Support continued growth of the business.; Deliver results on the strategy.
Industry & Context.
Analytical skills; Decision-making skills
Meeting and maintaining registration requirements under the Federal SAFE Act
What They're Looking For.
Must Have
Bachelor's degree and a minimum of 9 years’ relevant experience, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 9 years’ relevant experience, Minimum of 3 years’ managerial, supervisory and/or work leadership experience, Experience selling effectively to current and prospective clients, Knowledge of wealth management and industry product offerings, Excellent communication skills, Excellent interpersonal skills, Excellent presentation skills, analytical skills, decision-making skills, strategic planning skills, Proficiency with personal computers and relevant software packages, Meeting and maintaining registration requirements under the Federal SAFE Act
Nice to Have
MBA (Master’s degree in Business Administration), Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification, Demonstrated in-depth wealth management product knowledge, Excellent sales skills, Excellent relationship management skills, Prior trust planning, fiduciary, private banking and/or investment experience
What You'll Do.
Lead a team of Wealth Advisors to meet established objectives.
Oversee Wealth Advisor pipelines
COI (center of influence)
relationship reviews and sales coaching and team sales coaching programs to ensure goals are met.
Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led
operating model that delivers integrated
holistic wealth management advice to current and prospective clients.
Manage and participate in deepening existing client relationships
driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions
brokerage and insurance to support growth strategies.
Develop and maintain a pipeline of Wealth Advisor talent to support continued growth of the business.
Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
Drive individual production as a Wealth Advisor.
Exercise usual authority of a manager concerning staffing
performance appraisals
salary recommendations
performance management and terminations.
Understand and adhere to the Company’s risk and regulatory standards
policies and controls in accordance with the Company’s Risk Appetite.
maintain and enhance internal controls to mitigate risk on an ongoing basis.
Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards
including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
Complete other related duties as assigned.
How You'll Work.
Team & Collaboration
Works closely with senior management in managing the team.; Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.; Assisting the Market Leader in developing and implementing talented Wealth Advisor teams, sales strategies and delivering results on the strategy are key components of the job.
Communication Scope
Excellent communication skills; Excellent presentation skills
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