Financial Advisor Team Leader

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

Benefits offered by this job

Medical benefits

Paid volunteer time

Competitive compensation

Job summary

M&T Bank Corporation in Boston, Massachusetts, seeks a Team Leader for the Centralized Financial Advisors across the Northeast market, including Boston, New Hampshire, and Vermont. You will coach and develop a team of 10–14 Financial Advisors, strengthening client engagement and driving sales performance within a centralized advisory structure.

Collaborate with Retail and Wealth teams, support onboarding, monitor performance, and uphold a culture of accountability and client-focused execution

Qualifications

• Bachelor’s degree plus 7+ years sales experience, or 11+ years total experience with 7+ years in sales
• Minimum of 2 years' managerial or supervisory 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 trainees
• Drive advisor performance through coaching, sales training, and development
• Partner with Retail, Wealth, and other stakeholders to strengthen referrals
• Support onboarding and development of newly hired Advisors
• Monitor advisor performance, pipeline, and client outcomes
• Champion a culture of accountability, belonging, collaboration, and client-focused execution
• Ensure adherence to advisory, compliance, risk, and regulatory standards

Skills

Leadership

Coaching

Sales experience

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licenses 7/63/24/65

Insurance license (New York Life/Health)

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.