обновлено 9 часов назад
Wealth Market Manager (Wealth Management)
182 700 - 339 300$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Wealth Market Manager (Wealth Management): Leading wealth management staff and developing relationships with wealthy individuals, business owners, and families across Southern California with an accent on complex tax and legal issues, sales leadership, and client service. Focus on managing team performance, expanding market opportunities, and designing internal controls to mitigate regulatory and operational risk.
Location: Los Angeles, California, United States of America
Salary: $182,700–$339,300 annual (USD)
Company
M&T Bank provides banking and wealth management services, with this role representing Wilmington Trust in the Southern California market.
What you will do
- Lead and manage assigned wealth management staff across Southern California.
- Develop and manage relationships with wealthy individuals, business owners, families, and their advisors.
- Coordinate the efficient delivery of wealth services and refer requests for additional products to internal specialists.
- Set team sales goals, manage the sales process, and track performance.
- Represent the bank in civic and community activities.
- Maintain risk, regulatory, audit, and internal control standards, escalating issues when necessary.
Requirements
- Bachelor’s degree and at least 11 years of related wealth management, investment, trust, or estate planning experience involving complex tax and legal issues.
- At least 4 years of managerial experience.
- Without a degree, a combined minimum of 15 years of higher education and/or work experience is required, including 11 years of relevant experience.
- Ability to work with wealth clients, families, advisors, and internal banking teams.
Nice to have
- MBA or JD.
- CFP, CTFA, or similar certification.
Culture & Benefits
- Market-informed annual compensation based on knowledge, skills, and experience.
- Opportunity to represent the bank in community and civic activities.
- Structured management responsibilities covering staffing, performance reviews, promotions, compensation recommendations, and performance management.
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