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- Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.
- 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.
- 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.
- Leads client relationship review discussion with committee.
- 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.
Wealth Advisor - New York, United States - M&T Bank
Description
Overview:
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.
Primary Responsibilities:
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.Scope of Responsibilities:
This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.
Education and Experience Required:
Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra-high net worth client segment
Proven track record of implementing wealth management strategies
Education and Experience Preferred:
Securities licensing, CFP, CTFA, CPA designation
MBA (Master's degree in Business Administration) or JD (Juris Doctor)
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $121, $202,831.26 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
New York, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.