Senior Wealth Advisor & Relationship Lead

Wilmington Trust; Hauppauge (NY); On-site; USD 142,000 - 237,000; Full time

Job summary

M&T Bank in Hauppauge, New York, is seeking a Wealth Advisory leader responsible for driving revenue through new client acquisition and retention of high net worth portfolios. You will coordinate with Client Managers, Investment Advisors and Trust Officers to tailor wealth management strategies and ensure ongoing client goals are met.

The role emphasizes building a strong pipeline, leading a client relationship team, and maintaining compliance with regulatory standards.

Qualifications

• Bachelor’s degree or equivalent with 7+ years sales in financial services.
• Proven track record of wealth management strategies.
• Experience with high net worth client segments preferred.

Responsibilities

• Leads the client relationship team to ensure access to all resources and solutions.
• Develops sales strategies to grow the client base and promotes financial services.
• Coordinates team communication and manages the pipeline to meet sales goals.
• Leads client relationship reviews and ensures goals are achieved.
• Adheres to compliance and risk controls and maintains regulatory standards.

Skills

Sales experience

Wealth management

Financial planning

Regulatory awareness

Education

Bachelor’s degree

MBA

Securities licensing

CFP designation

CTFA designation

CPA designation

Job description

M&T Bank in Hauppauge, New York, is seeking a Wealth Advisory leader responsible for driving revenue through new client acquisition and retention of high net worth portfolios. You will coordinate with Client Managers, Investment Advisors and Trust Officers to tailor wealth management strategies and ensure ongoing client goals are met.

The role emphasizes building a strong pipeline, leading a client relationship team, and maintaining compliance with regulatory standards.