Lead UHNW Wealth Advisor & Relationship Architect

M&T Bank; Portland (ME); On-site; USD 116,000 - 194,000; Full time

Job summary

Wilmington Trust, part of M&T Bank, seeks a Wealth Advisor in Portland, ME to lead high-net-worth client relationships and deliver integrated wealth solutions. You will coordinate a team of specialists and drive customized planning, investment, fiduciary, and banking services to meet client goals.

The role requires strong sales experience in financial services, a bachelor's degree, and a proven wealth-management track record.

Qualifications

• Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry; or, in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience.
• Minimum of 3 years’ sales experience in the high-net-worth and ultra-high-net-worth client segment.
• Proven track record of implementing wealth management strategies.

Responsibilities

• Serve as the lead advisor and central point of contact for clients, coordinating the delivery of comprehensive wealth management solutions.
• Act as the quarterback of the client relationship by bringing together and leading a team of specialists, including Client Managers, Investment Advisors, Trust Officers, Credit partners, and other subject matter experts.
• Develop a deep understanding of each client's financial circumstances, goals, family dynamics, and priorities to create customized wealth strategies.
• Partner closely with Community Bank leaders, Relationship Managers, and branch teams to identify referrals, uncover opportunities, and provide wealth management expertise to clients and prospects.
• Lead client relationship strategy discussions and coordinate ongoing service and planning reviews to ensure solutions remain aligned with clients' evolving needs and objectives.
• Build, grow, and retain a portfolio of affluent and high-net-worth client relationships through proactive business development, center-of-influence networking, and internal referral partnerships.
• Leverage the full capabilities of M&T Bank and Wilmington Trust to deliver integrated banking, lending, investment, fiduciary, and planning solutions.
• Maintain a disciplined business development process, managing prospect pipelines and relationship activities to support long-term revenue growth.
• Foster strong collaboration across Wealth Management, Commercial Banking, Private Banking, and Retail Banking teams to enhance the overall client experience.
• Ensure all activities are conducted in compliance with regulatory requirements, bank policies, and risk management standards.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.

Education

Bachelor's degree

11 years’ higher education and/or work experience

Minimum of 3 years’ sales experience in HNW segment

Job description

Wilmington Trust, part of M&T Bank, seeks a Wealth Advisor in Portland, ME to lead high-net-worth client relationships and deliver integrated wealth solutions. You will coordinate a team of specialists and drive customized planning, investment, fiduciary, and banking services to meet client goals.

The role requires strong sales experience in financial services, a bachelor's degree, and a proven wealth-management track record.