Financial Advisor Team Leader

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

Benefits offered by this job

Medical and retirement benefits

Paid volunteer time

Competitive benefits package

Job summary

Team Leader - Centralized Financial Advisors at M&T Bank Corporation leads a 10-14 advisor team across the Northeast, including Boston, NH, and VT. You coach, develop talent, and implement client engagement and growth strategies while ensuring regulatory compliance.

Location is Boston, MA, with responsibility to elevate advisor practices and drive sales performance. The role emphasizes talent development, onboarding of new advisors, and cross-functional collaboration with Retail and Wealth teams

Qualifications

• Bachelor’s degree and a minimum of 7 years’ experience in a sales environment, or 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 serving 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 to strengthen referral relationships and expand client engagement opportunities.
• Support onboarding and development of newly hired Financial Advisors for long-term success.
• Monitor advisor performance, pipeline activity, and client outcomes to identify growth opportunities.
• Champion a culture of accountability, belonging, collaboration, and client-focused execution.
• Ensure adherence to advisory, compliance, risk, and regulatory standards.

Skills

Leadership

Coaching

Sales excellence

Client engagement

Education

Bachelor's degree plus 7+ years sales experience OR 11 years education/work

2+ years managerial/supervisory experience

FINRA Series 7, 63, 24, 65 licenses

New York Life/Health Insurance license

Job description

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

Lead a team of Financial Advisors serving clients across M&T’s New England market, including Boston, New Hampshire and Vermont. 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

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.

• Competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

View M&T’s Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.