Management Development Program - US Markets; Wilkes Barre, PA)

Program Overview

Serves as a member of the Management Development Program (MDP) and participates in ten weeks of Core Training and one year of On-the-Job training (OJT). Core Training responsibilities include participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on group project assignments. OJT responsibilities vary by department and are assigned by the department manager.

The position may be responsible for additional projects assigned by the department manager or Leadership Development Manager.

When our clients need financial services outside of their core wealth management solutions, we have the resources to help. Our Wealth Management team will coordinate the delivery of any additional services they need, always with the client’s convenience in mind. We can also recommend more comprehensive options if the client, their family, or their business needs specialized expertise.

• Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction.
• Leverage available internal and external resources, including fiduciary, planning, investment, and banking partners, as well as external accountants, attorneys, and other professionals to assist in resolving client-related issues and meeting client needs.
• Prepare targeted prospecting lists and other sales support to support an organized sales strategy and approach.
• Document the Customer Relationship Management system (CRM) with prospect, sales, client information and communication.
• Interact often with internal contacts and resources to accomplish goals.
• Develop, or aid in developing client meeting materials, under direction, to support business activities.
• Prepare annual Relationship Reviews to support identification of opportunities to develop and expand business and may present at internal committee meetings.
• Assist the Wealth Advisor by attending internal meetings to deepen knowledge of investments, core banking services, and Trust; take notes and highlight critical information as it pertains to client communication and servicing.
• As skills build, attend client meetings and take on more responsibilities involving direct client interaction.
• Support activities that lead to development of external centers of influence and represent the Firm’s expertise within the professional community to build a network of external referral partners.
• Gather data and prepare related materials to support these efforts.
• Complete all data input and reporting needs in a timely and accurate manner to support Wealth Management clients as it relates to planning, investments, and Trust activities.
• Adhere to applicable compliance/operational risk controls following Company or regulatory standards and policies.
• Complete investment-related compliance reviews and any other compliance support that arises.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.
• Identify risk-related issues needing escalation to management.
• Promote an environment that supports diversity and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including prompt implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

After completion of your first year with the team, you’ll continue your partnership and with continuous training and support work towards building your own portfolio of business, eventually becoming a Wealth Advisor Associate. There is…