Wealth Advisor, Annapolis, DC or No.VA area.

M&T Bank; Baltimore (MD); On-site; USD 128,100 - 213,500; Full time

Job summary

A major financial institution in Baltimore, MD, is seeking an experienced Wealth Advisory Manager to lead client relationship teams. The role involves developing sales strategies to grow the client base, implementing wealth management solutions, and ensuring compliance with regulatory standards. Candidates should have a Bachelor's degree and substantial sales experience in financial services, with preferred qualifications including securities licensing and an MBA. A competitive salary range of $128,100 - $213,500 is offered.

Qualifications

• 7 years' sales experience in the financial services industry.
• Proven track record in wealth management strategies.
• Ability to lead client relationship teams.

Responsibilities

• Lead the client relationship team and ensure resources are available.
• Develop sales strategies to grow client base.
• Coordinate communication and recommend wealth solutions.
• Manage pipeline to meet sales goals.
• Review client relationships regularly.
• Adhere to compliance standards.

Skills

Sales experience

Wealth management strategies

Client relationship management

Education

Bachelor's degree

MBA or JD

Tools

Securities licensing

CFP

CTFA

CPA designation

Job description

This position may be based in our Washington D.C. or Northern Virginia office.

Overview

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.

Primary Responsibilities

• Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client’s current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.
• Responsible for leading the development of sales strategies to grow client base. Promote and sell the full array of financial services distributed by the Company to current and new clients.
• Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
• Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions.
• Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• 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 has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.

Education and Experience Required

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, including a 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.

Education and Experience Preferred

Securities licensing, CFP, CTFA, CPA designation.

MBA (Master’s degree in Business Administration) or JD (Juris Doctor).

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Baltimore, Maryland, United States of America