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 management, Financial advisory services. 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; Support growth strategies; Support continued growth of the business; Deliver an excellent client experience
Industry & Context.
Analytical skills; Decision-making skills
Responsible for 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, Responsible for 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
Communication Scope
Excellent communication skills; Excellent presentation skills
Process & Methodology
Strategic planning skills
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