Wealth Market Manager

Overview

Leads and manages assigned staff within the Greater NY City/Tri-state area of Wealth Management. Represents Wilmington Trust in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities for wealthy clients.

• Direct and participate in the development and management of wealth client relationships with individuals, business owners and families.
• Work closely with families and their advisors to ensure the relationship is handled efficiently and effectively in the delivery of services.
• Refer client requests for additional products to the appropriate sales specialist within the organization.
• Provide sales leadership and manage the sales process for the assigned team.
• Establish team goals and track their performance.
• Represent the Bank in civic and community activities.
• Exercise the 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.
• 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.

• Minimum of a Bachelor’s degree and at least 11 years of related wealth management, investment, trust or estate planning experience working with complex tax and legal issues; alternatively a combined minimum of 15 years of higher education and/or work experience, including at least 11 years of related wealth management, investment, trust or estate planning experience with complex tax and legal issues.
• Minimum of 4 years of managerial experience.

• MBA (Master’s degree in Business Administration) or JD (Juris Doctor) or CFP (Certified Financial Planner) or CTFA (Certified Trust and Financial Advisor) or similar certification.

Pay range: $– $ Annual (USD).

Location:

Los Angeles, California, United States of America.

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.