Wealth Client Experience Leader

M&T Bank; North Palm Beach (FL); On-site; USD 75,000 - 124,000; Full time

Job summary

M&T Bank in Florida seeks a seasoned leader to oversee the Client Associate team within our Wealth market. You will set priorities, drive client-centric service, and support new sales revenue through client acquisition and expansion of existing relationships.

Responsibilities include onboarding, ensuring timely funding of new business, coaching staff, and maintaining high client satisfaction. This role emphasizes risk-aware management and collaboration with internal partners to deliver superior

Qualifications

• Bachelor’s degree and a minimum of 3 years’ investment, trust and/or fiduciary experience with high net worth clients, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ investment, trust and/or fiduciary experience with high net worth clients.
• Minimum of 1 year’s work leadership and/or supervisory experience.
• MBA or JD preferred; CFP and CTFA certifications advantageous.

Responsibilities

• Lead the activities of the Client Associate function and/or a team of Client Associates, set short-term priorities and drive client-centric service to grow sales revenue.
• Oversee account opening and onboarding to ensure timely funding of new business and a positive initial experience.
• Promote effective communication within the client-facing team and monitor client service activities to ensure timely completion of work.
• Provide coaching, training and performance feedback to team members to meet or exceed standards.
• Support generation of new sales revenue through client acquisition and expansion of existing clients.

Education

Bachelor’s degree

MBA (Master’s in Business Administration)

JD (Juris Doctorate)

CFP (Certified Financial Planner)

CTFA (Certified Trust & Financial Advisor)

Job description

M&T Bank in Florida seeks a seasoned leader to oversee the Client Associate team within our Wealth market. You will set priorities, drive client-centric service, and support new sales revenue through client acquisition and expansion of existing relationships.

Responsibilities include onboarding, ensuring timely funding of new business, coaching staff, and maintaining high client satisfaction. This role emphasizes risk-aware management and collaboration with internal partners to deliver superior