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.
Team & Environment
You will operate within a professional team environment supporting the delivery of an integrated wealth management offering.
Benefits & Compensation
- Annual Salary Range: $151,722.54 - $252,870.91 (USD)
Work Mode
This position follows a local-city work mode and is located in Boston, Massachusetts, United States of America.
M&T Bank is an equal opportunity employer.
