Wealth Advisor Team Leader

MTB (M&T Bank)

Hartford, Connecticut, United States of America
$184,400.00 - $307,400.00 (usd) py
Lead and coach wealth advisors
Oversee sales pipelines and activities
Drive client relationship deepening
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

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.
  • Lead a team of Wealth Advisors to meet established objectives and oversee their management of the client team to ensure they deliver an excellent client experience.
  • Manage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions.

Matching 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.

Salary

$184,400.00 - $307,400.00 (USD)

Skills & Requirements

Must-have

  • Lead and coach Wealth Advisors
  • Oversee sales pipelines and activities
  • Drive client relationship deepening
  • Develop talent pipeline
  • Adhere to risk and regulatory standards

Nice-to-have

  • Promote an environment of belonging
  • Deliver integrated, holistic wealth management advice

Key Requirements

  • Bachelor's degree and 9 years' relevant experience OR 13 years' higher education/work experience
  • Minimum 3 years' managerial/supervisory experience
  • Experience selling to clients
  • Knowledge of wealth management products
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical, decision-making, and strategic planning skills
  • Proficiency with personal computers and relevant software

Work Rights

Not specified

Tailored Resume

Cover Letter