Senior Wealth Investment Advisor Associate

M&T Bank Corporation; New York (NY); On-site; USD 86,000 - 143,000; Full time

Job summary

M&T Bank Corporation is seeking a Wealth Advisory Services support professional in New York to assist Investment Advisors with client meetings, prepare portfolio letters, and coordinate investment recommendations. You will help maintain client relationships, ensure compliance with regulations, and support cross-functional teams in a fast-paced environment.

The role emphasizes understanding of stocks and bonds, strong communication, and customer focus, with collaboration across Private Client

Qualifications

• Bachelor’s degree or equivalent with 4 years of combined education/work experience
• Strong understanding of stocks and bonds
• Ability to read and interpret business periodicals, journals, and procedures
• Proficient PC skills with standard office software
• Excellent verbal and written communication and presentation abilities
• Strong customer focus and teamwork
• Bachelor's in Finance/Accounting/Economics preferred

Responsibilities

• Support Investment Advisor(s) in preparing for client meetings and provide ongoing support.
• Prepare portfolio recommendation letters and performance reviews for advisory and co‑trustee accounts.
• Coordinate AO activities and best-fit investment recommendations.
• Develop knowledge of bank resources to enhance client service and expand relationships.
• Participate in meetings and planning with Private Client Advisors and Relationship Managers.
• Identify risk-related issues and escalate where needed.
• Adhere to risk and regulatory standards and controls.

Skills

Communication skills

Teamwork

Verbal & written skills

Presentation skills

Customer focus

Education

Bachelor's degree or equivalent

Finance/Accounting/Economics degree (preferred)

Tools

Microsoft Office

Job description

Overview

Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.

Primary Responsibilities

Support assigned Investment Advisor(s) in preparing for client meetings and providing support. Prepare portfolio recommendation letters for advisory and co‑trustee accounts, AO coordination’s or best fit recommendations, and investment performance reviews. Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships. Participate in internal meetings as well as pre and post‑call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Develop an understanding of changes in the industry including Federal and state specific and various government regulations. Participate in sales effort. Identify and develop additional opportunities with existing clients. Maintain positive working relationships. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products. 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. Complete other related duties as assigned.

Scope of Responsibilities

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Education and Experience Required

• Bachelor’s degree, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience
• General understanding of stocks and bonds
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures
• Proficient personal computer skills with solid knowledge of pertinent office software
• Demonstrated verbal and written communication skills
• Demonstrated presentation skills
• Strong customer focus
• Proven experience working effectively within a team environment

Education and Experience Preferred

• Bachelor's degree in Finance, Accounting, Economics, or related field

Pay Range

The pay range for this position is $85,800.00 - $143,000.00 Annual (USD).

Location

New York, New York, United States of America.

EEO Statement

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.