Wealth Advisor Team Leader (Wealth Management)

Location: Fairfield, Connecticut, United States of America

Salary: $204,500–$340,900 annual USD

Company

M&T Bank provides wealth management and banking services.

What you will do

• Lead, hire, coach, and develop a team of 4–8 Wealth Advisors.
• Oversee advisor pipelines, sales activities, client relationships, prospecting, relationship reviews, and sales coaching programs.
• Drive individual production as a Wealth Advisor while developing existing and new client relationships.
• Promote integrated wealth management solutions, including planning, fiduciary, investments, private banking, brokerage, and insurance.
• Partner with senior management and client service teams to deliver an effective client service and sales enablement model.
• Manage staffing, performance appraisals, promotions, salary recommendations, performance management, and terminations.

Requirements

• Bachelor’s degree and at least 9 years of relevant experience, or a combined 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.
• Demonstrated ability to sell effectively to current and prospective clients.
• Knowledge of wealth management and industry product offerings.
• Excellent communication, interpersonal, and presentation skills, along with strong analytical, decision-making, and strategic planning skills.
• Proficiency with personal computers and relevant software packages; compliance with Federal SAFE Act registration requirements is required.

Nice to have

• MBA or another master’s degree in business administration.
• CFP, CTFA, CPA, or CFA certification.
• In-depth wealth management product knowledge and prior trust planning, fiduciary, private banking, or investment experience.

Culture & Benefits

• Work within a Wealth Advisor-led, team-based operating model.
• Maintain internal controls and address audit and regulatory issues in line with risk standards.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Compensation is informed by the candidate’s knowledge, skills, and experience within the stated annual pay range.