Wilmington Trust
WealthMarketManagerNYCTristate
“Wealth Market Manager - NYC - Tri-state at Wilmington Trust. Skills: wealth management, sales leadership, client relationship management. Leads and manages assigned staff within the Greater NY City/Tri-state area of Wealth Management. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients”
What You'll Achieve.
expand brand recognition and business opportunities in a specific market for wealthy clients; Establish team goals and track their performance
What They're Looking For.
Must Have
11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, 4 years’ managerial experience
Nice to Have
MBA (Master’s degree in Business Administration) or JD (Juris Doctor), CFP (Certified Financial Planner), CTFA (Certified Trust and Financial Advisor) or similar certification
What You'll Do.
Leads and manages assigned staff within the Greater NY City/Tri-state area of Wealth Management
Represents Wilmington Trust in working in collaboration with the Commercial
Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients
Direct and participate in the development and management of wealth client relationships with individuals
business owners and families
Work closely with families and their advisors to ensure the relationship is handled efficiently and effectively in the delivery of services to these relationships
Refer client requests for additional products to the appropriate sales specialist within the organization
Provide sales leadership and manages the sales process for assigned team
Establish team goals and track their performance
Represent the Bank in civic and community activities
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
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
How You'll Work.
Team & Collaboration
working in collaboration with the Commercial, Business and Private Banking teams
Applying for this Wealth Market Manager - NYC - Tri-state role?
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