Senior Client Advisor

M&T Bank Corporation; Wilmington (DE); On-site; USD 154,000 - 256,000; Full time

Job summary

M&T Bank Corporation seeks an experienced wealth management professional to partner with Wealth Advisors in developing and executing strategic wealth plans for UHNW clients with over $50 million in investible assets. The role emphasizes high satisfaction, retention, and coordination with internal and external partners to deliver a world-class UHNW experience.

Responsibilities include managing client relationships, ongoing needs analysis, and mentoring Client Advisors.

Qualifications

• Bachelor’s degree and a minimum of 7 years’ relevant experience.
• Deep expertise in planning, investments, banking, and fiduciary.
• Prior experience managing complex UHNW client relationships.
• Strong communications skills and strong interpersonal skills.
• Strong influencing skills.

Responsibilities

• Partner with Wealth Advisors to develop and execute strategic wealth plans for UHNW clients.
• Serve as joint primary contact to manage all aspects of UHNW relationships.
• Maintain service level standards across client interactions to deliver a world-class experience.
• Foster client intimacy through regular interactions and targeted events.
• Identify opportunities to deepen relationships and consolidate assets across client books.

Skills

Strong communications

Interpersonal skills

Influencing skills

Education

Bachelor’s degree

MBA

CFP/CTFA/CPA/CFA

Job description

Overview

Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families that leverage the full breadth of the organization’s capabilities. Ensures proper delivery of Wilmington Trust’s UHNW client experience across relationships, customized to accommodate individual client preferences. Coaches and provides guidance to Client Advisors as needed.

Primary Responsibilities

Partner with Wealth Advisors to develop and execute strategic wealth plans for the prospecting and onboarding stages involving UHNW clients. Serve in tandem with Wealth Advisors as joint primary contact to manage all aspects of the relationship in a manner focused on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets. Maintain Wilmington Trust’s service level standards across all client-to-client team interactions, consistent with a world-class experience. Maintain strong partnerships with clients’ internal team members and external advisors to drive coordinated execution of the wealth plan. Maintain a thorough understanding of Wilmington Trust’s products and solutions and how to utilize them to address client needs. Foster a deep level of customer intimacy via regular day-to-day interactions as well as attendance at specific events selected to optimize the client relationship. Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients. May serve as mentor and coach to Client Advisors as needed. Identify opportunities for deepening client relationships by proactively vetting the client’s book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc. Participate in Wealth Advisor-led new client prospecting activities to support further growth of the organization’s ultra-high net worth client segment. Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned.

Scope of Responsibilities

This position serves as the core point of contact for UHNW clients defined as having over $50 mm in investible assets and comprising the top 5 – 10% of all client relationships within the business, with primary goals of retaining and expanding client relationships.

Supervisory/Managerial Responsibilities

Not Applicable

Education and Experience Required

Bachelor’s degree and a minimum of 7 years’ relevant experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant experience. Deep expertise in planning, investments, banking, and fiduciary. Prior experience managing complex UHNW client relationships. Strong communications skills. Strong interpersonal skills. Strong influencing skills.

Education and Experience Preferred

MBA (Master’s degree in Business Administration). Minimum of 10 years’ relevant experience. Certified Financial Planner (CFP®), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification.

Physical Requirements

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $153,700.00 - $256,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Wilmington, Delaware, United States of America

Company Information

Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer 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.

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.