Senior Wealth Manager
4 weeks ago
We are seeking a highly skilled Senior Wealth Advisor to join our team at M&T Bank. As a key member of our wealth management team, you will be responsible for providing comprehensive wealth management strategies to high net worth individuals, business owners, and families.
Key Responsibilities
• Lead the client relationship team and ensure clients have access to all resources and solutions of the firm.
• Work closely with Client Managers, Private Banking, Investment Advisors, and Fiduciary Advisors to assess clients' current financial situation, goals, and objectives.
• Develop sales strategies to grow the client base and promote the full array of financial services distributed by the Company.
• Coordinate team communication and activities, recommending ideas, suggestions, and alternative wealth solutions as applicable.
• Manage pipeline and activities to ensure an appropriate number of prospect opportunities are in the pipeline and moving through the sales cycle to meet sales goals.
• Lead client relationship review discussions with the committee and manage and review relationships on an ongoing basis to ensure clients' goals and objectives are achieved.
Requirements
• Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment.
• Proven track record of implementing wealth management strategies.
• Securities licensing, CFP, CTFA, CPA designation preferred.
• MBA (Master's degree in Business Administration) or JD (Juris Doctor) preferred.
Compensation
The pay range for this position is $159,950.31 to $265,950.31 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
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