Wealth Advisor Team Leader

Overview

This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and also works as a Wealth Advisor. Leads, hires, coaches and develops assigned team members. Works closely with senior management in managing the team.

• Lead a team of Wealth Advisors to meet established objectives.
• Oversee 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.
• Oversee 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.
• Manage 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.
• Develop and maintain a pipeline of Wealth Advisor talent to support continued growth of the business.
• Work 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.
• Drive individual production as a Wealth Advisor.
• Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, 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.
• Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis.
• Identify risk‑related issues needing escalation to management.
• Promote an environment that supports belonging 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.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
• Complete other related duties as assigned.

• Manage a staff ranging from 4‑8 team members.

• Bachelor’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.
• Minimum of 3 years’ managerial, supervisory and/or work leadership experience.
• Experience selling effectively to current and prospective clients.
• Knowledge of wealth management and industry product offerings.
• Excellent communication, interpersonal and presentation skills.
• Strong analytical, decision‑making, and strategic planning skills.
• Proficiency with personal computers and relevant software packages.

• Master’s degree in Business Administration (MBA).
• Certified Financial Planner (CFP).
• Certified Trust & Financial Advisor (CTFA).
• Certified Public Accountant (CPA).
• Chartered Financial Analyst (CFA) certification.
• Demonstrated in‑depth wealth management product knowledge.
• Excellent sales and relationship management skills.
• Prior trust planning, fiduciary, private banking and/or investment experience.

Location:

Fairfield, Connecticut, United States of America.

Pay range: $ - $ annual (USD).

Competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug‑free workplace.