Wealth Advisory Lead - Growth & Client Relationships

Wilmington Trust; Portland (ME); On-site; USD 116,400 - 194,000; Full time

Job summary

M&T Bank is seeking a senior-level wealth advisory leader in Portland, ME to drive revenue growth through new client acquisition and existing client expansion. You will oversee a team of Client Managers, Investment Advisors, and Trust Officers to craft comprehensive wealth plans and coordinate solutions aligned with client goals.

The role requires a strong track record in wealth management and a history of selling full financial services, with emphasis on high-net-worth client segments.

Qualifications

• Bachelor's degree required with 7+ years in financial services sales; or 11+ years combined education/work experience with 3+ years in HNW/UHNW sales.
• Proven track record implementing wealth management strategies.

Responsibilities

• Lead the client relationship team to ensure access to all firm resources and wealth solutions.
• Develop sales strategies to grow the client base and promote financial services.
• Coordinate team activities and propose wealth solutions with specialists.
• Manage pipeline and opportunities to meet sales goals and deliver solutions.
• Lead client relationship reviews with committees to ensure goal achievement.
• Comply with applicable regulatory and internal controls.

Skills

Sales leadership

Wealth management

Client relations

Financial advisory

Education

Bachelor's degree

MBA or JD preferred

CFP/CTFA/CPA designation preferred

Job description

M&T Bank is seeking a senior-level wealth advisory leader in Portland, ME to drive revenue growth through new client acquisition and existing client expansion. You will oversee a team of Client Managers, Investment Advisors, and Trust Officers to craft comprehensive wealth plans and coordinate solutions aligned with client goals.

The role requires a strong track record in wealth management and a history of selling full financial services, with emphasis on high-net-worth client segments.