Wealth Advisor Team Lead — Lead & Grow Client Wealth

Wilmington Trust; Fairfield (CT); On-site; USD 205,000 - 341,000; Full time

Job summary

M&T Bank in Fairfield, CT seeks a senior Wealth Advisor leader to guide a team of Wealth Advisors, drive growth, and ensure an exceptional client experience. You will hire, coach, and develop staff, align with senior management, and oversee risk and regulatory compliance in a fast-paced wealth management environment.

The role emphasizes strategic leadership, deep client relationships, and delivering integrated wealth solutions across planning, fiduciary, investments, private banking, brokerage

Qualifications

• Bachelor's degree and 9+ years' relevant experience.
• Minimum of 3 years' managerial, supervisory and/or work leadership experience.
• Experience selling effectively to current and prospective clients.
• Knowledge of wealth management and industry product offerings.
• Excellent communication skills.
• Excellent interpersonal skills.
• Excellent presentation skills.
• Strong analytical skills.
• Strong decision-making skills.
• Strong strategic planning skills.
• Proficiency with personal computers and relevant software packages.

Responsibilities

• Lead a team of Wealth Advisors to meet established objectives.
• Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI, pre/post-calls, relationship reviews and coaching programs to ensure goals are met.
• Oversee client team management to deliver an aligned client experience within a team-based wealth management model.
• Develop and deepen client relationships using planning, fiduciary, investments, private banking, brokerage and insurance solutions.
• Develop and maintain a pipeline of Wealth Advisor talent to support growth.
• Collaborate with management to ensure client service and sales enablement partnerships.
• Drive individual production as a Wealth Advisor.
• Exercise staffing, performance appraisals, promotions, and salary recommendations.
• Understand and adhere to risk and regulatory standards; design and enhance internal controls to mitigate risk.
• Promote an environment that supports belonging and aligns with the M&T Bank brand.
• Maintain internal control standards and address audit points and regulator findings.
• Responsible for meeting and maintaining registration under the Federal SAFE Act.
• Complete other related duties as assigned.

Skills

Leadership

Coaching

Communication

Interpersonal skills

Presentation skills

Analytical skills

Decision making

Strategic planning

PC proficiency

Education

Bachelor's degree

MBA

CFP

CTFA

CPA

CFA

Tools

CRM software

Portfolio management tools

Job description

M&T Bank in Fairfield, CT seeks a senior Wealth Advisor leader to guide a team of Wealth Advisors, drive growth, and ensure an exceptional client experience. You will hire, coach, and develop staff, align with senior management, and oversee risk and regulatory compliance in a fast-paced wealth management environment.

The role emphasizes strategic leadership, deep client relationships, and delivering integrated wealth solutions across planning, fiduciary, investments, private banking, brokerage