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2 дня назад

Head of Wealth Administration & Client Service

221 300 - 368 900$
Тип работы
fulltime
Грейд
head
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Head of Wealth Administration & Client Service (Wealth Management): Leading client service, national sales administration, fiduciary and investment services, and talent development for US Markets with an accent on HNW and UHNW client experience, strategic planning, and operational infrastructure. Focus on building consistent service models, improving processes and technology, driving profitability, and leading a 170-person organization.

Location: Wilmington, Delaware, United States of America

Salary: $221,300.00–$368,900.00 annual (USD)

Company

M&T Bank provides banking and wealth management services, including fiduciary, investment, and client advisory solutions.

What you will do

  • Lead the client service experience for US Markets, including Trust Administration and Signature Services, across HNW and UHNW client segments.
  • Oversee centralized fiduciary and investment services for the Affluent Market within Wealth Advisory Services.
  • Develop strategic roadmaps for sales, service models, technology, process improvement, analytics, learning, and operational infrastructure.
  • Drive sales performance, profitability, talent acquisition, productivity, training, coaching, and development for Wealth Advisors.
  • Lead large-scale process improvements and initiatives with senior leaders, market managers, bank partners, vendors, associations, and regulators.
  • Manage budgets, risk controls, regulatory standards, communications, and a team of 12 direct reports within an approximately 170-person organization.

Requirements

  • Bachelor’s degree in Business, Finance, Economics, or a related field, plus at least 13 years of broad-based banking experience; an alternative path requires 17 years of higher education and/or work experience, including 13 years in banking.
  • At least 6 years of progressive managerial experience in wealth management.
  • Deep expertise in brokerage, wealth, and investment products, along with knowledge of banking credit principles.
  • Strong strategic thinking, planning, organization, communication, interpersonal, and relationship management skills.
  • Demonstrated leadership and credibility with industry peers, advisors, internal partners, and external centers of influence.

Nice to have

  • Master’s degree in Business Administration.
  • At least 15 years of broad-based banking experience and significant wealth management or mentoring experience.
  • CTFA, CFP, CPA, or similar professional designation.

Culture & Benefits

  • Fair, competitive, and market-informed compensation.
  • Responsibility for supporting diversity and reflecting the M&T Bank brand.
  • Participation in community organizations, external boards, committees, industry associations, and conferences.
  • Accountability for maintaining internal controls and addressing audit and regulatory issues.

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