Drive new client relationships and deepen existing ones
M&T Bank is seeking a Wealth Advisor Team Leader in Hartford, CT, to oversee a team of Wealth Advisors while also serving as a Wealth Advisor. The role includes leadership responsibilities, talent development, and ensuring an exceptional client experience through integrated wealth management solutions
Job Summary
This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor.
Leads, hires, coaches and develops assigned team and works closely with senior management in managing the team.
Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model.
Matching Summary
Match Score: 85
M&T Bank is seeking a Wealth Advisor Team Leader in Hartford, CT, to oversee a team of Wealth Advisors while also serving as a Wealth Advisor. The role includes leadership responsibilities, talent development, and ensuring an exceptional client experience through integrated wealth management solutions.
Salary
$184,400.00 - $307,400.00 (USD)
Skills & Requirements
Must-have
Lead and develop a team of Wealth Advisors
Oversee sales pipelines and client activities
Drive new client relationships and deepen existing ones
Manage and participate in client relationship management
Develop talent pipeline for Wealth Advisors
Nice-to-have
Promote an environment that supports belonging
Adhere to risk and regulatory standards
Key Requirements
Bachelor's degree and 9 years' relevant experience OR 13 years higher education/work experience
Minimum of 3 years' managerial experience
Experience selling effectively to clients
Knowledge of wealth management and industry products
Excellent communication, interpersonal, and presentation skills
Strong analytical, decision-making, and strategic planning skills
Proficiency with personal computers and relevant software