Financial Advisor Team Leader

M&T Bank; Boston (MA); On-site; USD 104,000 - 173,000; Full time

Job summary

M&T Bank is seeking a Team Leader for Centralized Financial Advisors in the Northeast Market, covering Boston and New Hampshire. You will coach and develop a team of Financial Advisors, drive sales performance, and strengthen client engagement across markets.

The ideal candidate has a strong background in sales leadership, onboarding, and collaboration with cross-functional partners to grow advisor practices and expand market presence.

Qualifications

• Bachelor's degree and a minimum of 7 years' experience in a sales environment, or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience inclusive of a minimum of 7 years' experience in a sales environment
• Minimum of 2 years' managerial, supervisory, and/or work leadership experience
• FINRA Series 7, 63, 24, and 65 Licenses
• New York State Life/Accident and Health Insurance license

Responsibilities

• Lead, coach, and develop a team of 10-14 Financial Advisors and advisor trainees
• Drive advisor performance through coaching, sales training, and development
• Partner with Retail, Wealth, and other stakeholders to strengthen referral relationships and expand client engagement
• Support onboarding and development of newly hired Financial Advisors
• Monitor advisor performance, pipeline activity, and client outcomes to identify opportunities for coaching and market growth
• Champion a culture of accountability, belonging, collaboration, and client-focused execution
• Ensure adherence to advisory, compliance, risk, and regulatory standards

Skills

Team leadership

Coaching

Sales performance

Client engagement

Onboarding

Education

Bachelor's degree

11 years combined education/work experience

2+ years managerial experience

Job description

Team Leader - Centralized Financial Advisors | Northeast Market (Boston & New Hampshire)

Lead a team of Financial Advisors serving clients across M&T's Northeast market, including Boston and New Hampshire. This role is responsible for coaching and developing advisors, strengthening client engagement strategies, supporting advisor onboarding and growth, and driving sales performance across a centralized advisory team. The ideal candidate is a collaborative leader who is passionate about developing talent, creating exceptional client experiences, and helping advisors grow their practices while expanding M&T's presence in key Northeast markets.

What You'll Do

• Lead, coach, and develop a team of 10-14 Financial Advisors and advisor trainees supporting clients across the Northeast market.
• Drive advisor performance through coaching, sales training, and development focused on client acquisition, relationship growth, and financial planning excellence.
• Partner with Retail, Wealth, and other key stakeholders across the Boston and New Hampshire markets to strengthen referral relationships and expand client engagement opportunities.
• Support onboarding and development of newly hired Financial Advisors, creating a strong foundation for long-term success.
• Monitor advisor performance, pipeline activity, and client outcomes to identify opportunities for coaching and market growth.
• Champion a culture of accountability, belonging, collaboration, and client-focused execution.
• Ensure adherence to advisory, compliance, risk, and regulatory standards.

Education and Experience Required:

Bachelor's degree and a minimum of 7 years' experience in a sales environment, or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience inclusive of a minimum of 7 years' experience in a sales environment

Minimum of 2 years' managerial, supervisory, and/or work leadership experience

FINRA Series 7, 63, 24, and 65 Licenses

New York State Life/Accident and Health Insurance license

#LI-ES1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $103,900.00 - $173,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Boston, Massachusetts, United States of America