Wealth Advisor Team Leader

M&T Bank

Hartford, Connecticut, United States of America
Base: $184,400.00 - $307,400.00 usd; bonus/equity:...
Not specified
9 years relevant experience
3 years managerial leadership
Client relationship management
M&T Bank is seeking a Wealth Advisor Team Leader in Hartford, Connecticut, to manage and develop a team of Wealth Advisors while also fulfilling Wealth Advisor responsibilities. The role emphasizes leadership, client relationship management, and adherence to regulatory standards, with a focus on delivering an integrated wealth management experience

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.
  • The role requires overseeing Wealth Advisor pipelines, sales activities, and coaching programs to ensure established objectives are met.
  • Candidates must adhere to M&T Bank's risk and regulatory standards while promoting an environment that supports belonging.

Matching Summary

Match Score: 85

M&T Bank is seeking a Wealth Advisor Team Leader in Hartford, Connecticut, to manage and develop a team of Wealth Advisors while also fulfilling Wealth Advisor responsibilities. The role emphasizes leadership, client relationship management, and adherence to regulatory standards, with a focus on delivering an integrated wealth management experience.

Salary

Base: $184,400.00 - $307,400.00 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 9 years relevant experience
  • 3 years managerial leadership
  • client relationship management
  • wealth management product knowledge
  • sales pipeline oversight

Nice-to-have

  • MBA degree preferred
  • CFP or CFA certification
  • trust planning experience
  • private banking background
  • strategic planning skills

Key Requirements

  • Bachelor's degree required
  • Minimum 9 years relevant experience
  • Minimum 3 years managerial experience
  • Federal SAFE Act registration
  • US work authorization not specified

Work Rights

Not specified

Tailored Resume

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