M&T Bank is hiring a Senior Wealth Investment Advisor to join our Wealth Advisory Services team. In this role, you will provide comprehensive investment management services to clients, operating within a professional team environment that delivers an integrated wealth management offering. You will recommend investment solutions via a needs-based, consultative approach and proactively manage client relationships.

What You'll Do

Maintain current knowledge of financial markets, the Wilmington Trust investment process, and our wealth management offering.
Articulate current economic, financial, and market information and available products/services to clients and prospects.
Develop an Individual Policy Statement (IPS) with and for the client, including annual reviews and updates.
Implement investment strategy recommendations and communicate our investment process from setting capital market expectations to performance measurement.
Manage a book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations, and standards.
Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner.
Complete all compliance requirements including annual account reviews, annual Regulation 9 account reviews, and manage corrective action plans.
Identify and develop additional opportunities with existing clients and provide expert support, including proposals and presentations, for new business opportunities with prospects.
Maintain appropriate levels of personal interaction with clients, educating them on emerging issues, regulatory and tax changes.
Participate in the sales effort and provide necessary support to clients, Private Client Advisors, Trust Advisors, and others.
Maintain a current understanding of changes in the industry including Federal and state-specific regulations.
Participate actively in Divisional projects, initiatives, group meetings, and calls.
Serve as a mentor for other trust professionals.
Understand and adhere to the Company’s risk and regulatory standards, policies, and controls, identifying issues needing escalation.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of audit points.
Complete other related duties as assigned.

What We're Looking For

Bachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience.
Comprehensive industry and investment knowledge.
Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures, and government regulations.
Proficient personal computer skills with solid knowledge of pertinent office software.
Demonstrated strong verbal, written communication, and presentation skills.
Experience listening and accurately interpreting client needs.
Experience developing relationships and interacting with internal and external partners.
Proven experience working effectively within a team environment.

Nice to Have

MBA (Master’s degree in Business Administration).
CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification.
Proven experience working with high net worth clients and complex client relationships.