Wealth Advisor Team Leader

Location: Fairfield, Connecticut, United States of America

Salary: $204,500–$340,900 annual

Company

M&T Bank provides banking and wealth management services, including planning, fiduciary, investment, private banking, brokerage, and insurance solutions.

What you will do

• Lead, hire, coach, and develop a team of 4–8 Wealth Advisors.
• Oversee advisor pipelines, sales activity, client and prospect engagement, relationship reviews, and sales coaching programs.
• Drive integrated, holistic wealth management advice across planning, fiduciary, investments, private banking, brokerage, and insurance solutions.
• Deepen existing client relationships and develop new relationships while contributing individual Wealth Advisor production.
• Partner with senior management and client service teams to execute regional sales strategies and deliver strong client experiences.
• Manage staffing, performance reviews, promotions, salary recommendations, performance management, and terminations.

Requirements

• Bachelor’s degree and at least 9 years of relevant experience, or a combination of 13 years of higher education and/or work experience including at least 9 years of relevant experience.
• At least 3 years of managerial, supervisory, or work leadership experience.
• Experience selling effectively to current and prospective clients.
• Knowledge of wealth management products and industry offerings, with strong analytical, strategic planning, decision-making, communication, presentation, and interpersonal skills.
• Proficiency with personal computers and relevant software packages.
• Meet and maintain registration requirements under the Federal SAFE Act and comply with applicable risk, regulatory, and internal control standards.

Nice to have

• MBA degree.
• CFP, CTFA, CPA, and/or CFA certification.
• In-depth wealth management product knowledge and strong sales and relationship management skills.
• Experience in trust planning, fiduciary services, private banking, and/or investments.

Culture & Benefits

• Full-time employment.
• Compensation is market-informed and based on the successful candidate’s knowledge, skills, and experience.
• Work includes adherence to company risk appetite, internal controls, audit requirements, and external regulatory standards.
• Commitment to a workplace that supports belonging and reflects the M&T Bank brand.