About this opportunity
M&T Bank lists this Wealth Advisor Team Leader opportunity in fairfield, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview:
nThis position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team.
nPrimary Responsibilities:
nnnLead a team of Wealth Advisors to meet established objectives.
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nnOversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and post-calls, relationship reviews and sales coaching and team sales coaching programs to ensure goals are met.
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nnOversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients.
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nnManage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies.
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nnDevelop and maintain a pipeline of Wealth Advisor talent to support continued growth of the business.
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nnWork closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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nnDrive individual production as a Wealth Advisor.
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nnExercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
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n nUnderstand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
nPromote an environment that supports belonging and reflects the M&T Bank brand.
nMaintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
nResponsible for meeting and maintaining registration requirements under the Federal SAFE Act.
nComplete other related duties as assigned.
nScope of Responsibilities:
nThis position provides leadership and oversight of a Wealth Advisor sales team within a specific region. Assisting the Market Leader in developing and implementing talented Wealth Advisor teams, sales strategies and delivering results on the strategy are key components of the job.
nManagerial/Supervisory Responsibilities:
nManager a staff ranging from 4 - 8
nEducation and Experience Required:
nBachelor’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
nMinimum of 3 years’ managerial, supervisory and/or work leadership experience
nExperience selling effectively to current and prospective clients
nKnowledge of wealth management and industry product offerings
nExcellent communication skills
nExcellent interpersonal skills
nExcellent presentation skills
nStrong analytical skills
nStrong decision-making skills
nStrong strategic planning skills
nProficiency with personal computers and relevant software packages
nEducation and Experience Preferred:
nMBA (Master’s degree in Business Administration)
nCertified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification
nDemonstrated in-depth wealth management product knowledge
nExcellent sales skills
nExcellent relationship management skills
nPrior trust planning, fiduciary, private banking and/or investment experience
n#LI-LA1
n#wilmingtontrust
n#wealthmanagement
nM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $204,500.00 - $340,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
nLocation
nFairfield, Connecticut, United States of America
nM&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Worksite address
fairfield, CT, 06828, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.