Wealth Client Experience Leader

Wilmington Trust; North Palm Beach (FL); On-site; USD 75,000 - 124,000; Full time

Job summary

M&T Bank in North Palm Beach, FL is seeking a leader to manage the Client Associate team within the Wealth market, driving first-class client service and onboarding while supporting revenue growth.

You will oversee a team of 5–7 in one location, coach staff, and ensure adherence to risk controls and market initiatives. A Bachelor's degree with 3+ years in investment/trust work is required; advanced degrees and designations are a plus.

Qualifications

• Bachelor's degree and minimum 3 years’ investment, trust and/or fiduciary experience with high net worth clients.
• In lieu of a degree, 7 years of combined higher education and/or work experience with 3 years investment/trust fiduciary experience.
• MBA or JD preferred; CFP and CTFA designations are a plus.

Responsibilities

• Lead the activities of the Client Associate function and/or a team of Client Associates; set short-term priorities.
• Establish procedures and oversee account opening and onboarding to ensure smooth funding and positive experience.
• Communicate effectively with the client facing team within the market.
• Monitor client service activities and ensure timely completion of work.
• Provide coaching, training and performance feedback to maintain high standards.
• Support new sales revenue through client acquisition and expansion of existing clients.
• Train and onboard new and less experienced Client Associates.
• Ensure superior client satisfaction and risk controls are in place.
• Promote market leadership and oversee staff staffing and performance management.

Skills

Leadership

Client service

Communication

Coaching

Education

Bachelor's degree + 3 years investment/trust experience

MBA or JD

CFP

CTFA

Job description

M&T Bank in North Palm Beach, FL is seeking a leader to manage the Client Associate team within the Wealth market, driving first-class client service and onboarding while supporting revenue growth.

You will oversee a team of 5–7 in one location, coach staff, and ensure adherence to risk controls and market initiatives. A Bachelor's degree with 3+ years in investment/trust work is required; advanced degrees and designations are a plus.