Chief Wealth Experience & Client Strategy Lead

M&T Bank Corporation; Wilmington (DE); Hybrid; USD 221,000 - 369,000; Full time

Job summary

M&T Bank Corporation, Wilmington Trust division, seeks a senior leader to direct wealth management client service for HNW/UHNW segments, guiding strategy, training, and client experience across US Markets. You will oversee fiduciary and investment services, lead a team, partner with market leaders, and drive growth, profitability, and risk management while shaping the division's strategic roadmap.

This role requires deep wealth management expertise, MBA or CFP/CTFA preferred, and a track

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field and 13+ years of broad banking experience.
• Master’s degree in Business Administration (MBA) preferred; significant wealth management experience highly valued.
• Deep knowledge of brokerage, wealth and investment products; strong communication skills.

Responsibilities

• Develop client service mindset with clear roles and a consistent WT experience.
• Oversee fiduciary and investment services for HNW/UHNW clients within Wealth Advisory.
• Lead talent acquisition, coaching, and development for Wealth Advisors and sales teams.
• Drive strategy, profitability, risk management, and go-to-market initiatives.

Skills

Leadership

Strategic thinking

Relationship management

Communication skills

Wealth management knowledge

Training and development

Budgeting and governance

Education

Bachelor’s degree in Business/Finance/Economics

MBA (preferred)

CFP/CTFA/CPA or similar certifications (preferred)

Job description

M&T Bank Corporation, Wilmington Trust division, seeks a senior leader to direct wealth management client service for HNW/UHNW segments, guiding strategy, training, and client experience across US Markets. You will oversee fiduciary and investment services, lead a team, partner with market leaders, and drive growth, profitability, and risk management while shaping the division's strategic roadmap.

This role requires deep wealth management expertise, MBA or CFP/CTFA preferred, and a track