Senior Wealth Investment Advisor — Strategic Client Partner

M&T Bank

New York (NY)

Hybrid

USD 86,000 - 143,000

Full time

6 days ago

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Job summary

M&T Bank in New York, NY is seeking a Hybrid Wealth Advisory Support role to assist Investment Advisors with client meetings, portfolio letters, and performance reviews. The position emphasizes understanding market changes, regulatory awareness, and cross-team collaboration.

The role shapes client service delivery, sales support, and relationship growth, aligning with IST recommendations and internal controls.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related field.
Combined minimum of 4 years’ higher education and/or work experience.
General understanding of stocks and bonds.
Experience reading, analyzing and interpreting business materials.
Proficient PC skills with solid knowledge of office software.

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 knowledge of Bank resources to facilitate client service delivery and expand client relationships.
Participate in internal meetings and pre/post-call planning with Private Client Advisors and Financial Advisors.
Understand regulatory changes and industry developments.