M&T Bank
WealthAdvisorTeamLeader
“Wealth Advisor Team Leader at M&T Bank. Skills: Wealth Advisor leadership, Sales strategy development, Client relationship management, Team coaching and development, Risk and regulatory adherence. Lead a team of Wealth Advisors to meet established objectives. Oversee Wealth Advisor pipelines, sales and activities”
What You'll Achieve.
Meet established objectives; Ensure goals are met; Deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model; Support growth strategies; Deliver an excellent client experience; 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, 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
Oversee Wealth Advisor management of the client team
Manage and participate in deepening existing client relationships
driving new client relationships
Develop and maintain a pipeline of Wealth Advisor talent
Ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership
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
maintain and enhance internal controls to mitigate risk
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
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; Assisting the Market Leader in developing and implementing talented Wealth Advisor teams, sales strategies and delivering results on the strategy
Communication Scope
Excellent communication skills; Excellent presentation skills
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