Senior Wealth Advisor
Company: M&T Bank
Posted on: January 16, 2022
Accountable for a revenue goal met through the acquisition of new
clients from internal and external sources, and the retention and
expansion of an assigned book of business. - - - Consults and
coordinates on the delivery of solutions for a comprehensive wealth
management strategy for individuals, business owners, and/or
families. - Serves as mentor for a small group of Private Client
Advisors and exercises general guidance in the relationship
planning process for clients
Leads the client relationship team and has overall responsibility
for assuring the client has access to all resources and solutions
of the firm. - Work closely with Client Managers, Private Banking,
Investment Advisors and Fiduciary Advisors to assess client's
current financial situation, goals and objectives to determine
solutions through the financial planning process. Prioritize short
term and long term needs of the client based on the analysis.
Responsible for leading the development of sales strategies to grow
client base . - Promote and sell the full array of financial
services distributed by the Company to current and new clients.
Coordinates team communication and activities. - Recommend ideas,
suggestions and alternative wealth solutions by utilizing a team of
specialists as applicable.
Responsible for managing pipeline and activities to assure
appropriate number of prospect opportunities are in pipeline and
moving through sales cycle to meet sales goal. - Implement and
deliver specific solutions.
Leads client relationship review discussion with committee. -
Manage and review the relationship on an ongoing basis to ensure
client goals and objectives are achieved.
Adhere to applicable compliance/operational risk controls in
accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity 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.
Complete other related duties as assigned.
Scope of Responsibilities:
As the manager for a book of client relationships, the Wealth
Advisor is responsible and accountable for coordinating activities
of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately
responsible for growth and retention of that client base. The
Wealth Advisor is focused on the profitable expansion of our fee
revenue while maintaining the highest ethical standards and
adhering to our fiduciary culture. Accountable for revenue growth
including the acquisition of new business and the ongoing
relationship management, growth and retention of our existing
Education and Experience Required:
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
Education and Experience Preferred:
Securities licensing, CFP, CTFA, CPA designation
MBA (Master's degree in Business Administration) or JD (Juris
Baltimore, Maryland, United States of America
Keywords: M&T Bank, Baltimore , Senior Wealth Advisor, Other , Baltimore, Maryland
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