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About the Role
Accountable for meeting revenue goals through new client acquisition and retention/expansion of existing business. Consults and coordinates on the delivery of comprehensive wealth management strategies for individuals, business owners, and families.
Responsibilities
- Leads the client relationship team, ensuring clients have access to all firm resources and solutions.
- Collaborates with Client Managers, Custom Credit, Investment Advisors, and Trust Officers to assess client financial situations and goals.
- Prioritizes client needs based on financial analysis.
- Develops and executes sales strategies to expand the client base.
- Promotes and sells the full range of financial services to current and new clients.
- Coordinates team communication and activities, recommending wealth solutions with specialist support.
- Manages sales pipeline and activities to meet sales goals.
- Implements and delivers specific client solutions.
- Leads client relationship review discussions with committees.
- Monitors client relationships to ensure goals are achieved.
- Adheres to compliance and operational risk controls.
- Promotes an inclusive environment reflecting the M&T Bank brand.
- Maintains internal control standards and implements audit points.
- Meets and maintains Federal SAFE Act registration requirements.
- Completes other assigned duties.
Requirements
- Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, OR a combined minimum of 11 years' higher education and/or work experience (including at least 3 years in the high net worth and ultra-high net worth client segment).
- Proven track record of implementing wealth management strategies.
Skills
- Sales
- Financial Planning
- Wealth Management
- Client Relationship Management
- Sales Strategy Development
- Pipeline Management
- Compliance
- Risk Management
Location
- Hauppauge, New York, United States of America
Work Type
- Full-time
Experience Level
- 7+ years sales experience in financial services
- 3+ years in high net worth/ultra-high net worth client segment
Education Level
- Bachelor's degree
- MBA or JD preferred
- Securities licensing, CFP, CTFA, CPA designation preferred
Salary/Compensations
- $142,100.00 - $236,800.00
About the Company
- This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.