Wealth Strategy Lead: Growth & Client Relations

M&T Bank; Florida; On-site; USD 140,000 - 233,000; Full time

Job summary

M&T Bank in Palm Beach, FL seeks a Wealth Advisor to lead the client relationship team, coordinating with investment, trust, and advisory professionals to deliver comprehensive wealth solutions. You will drive growth by acquiring new clients and expanding existing relationships while upholding fiduciary duties and regulatory compliance.

The role emphasizes developing tailored wealth strategies for high net worth individuals and business owners, managing a robust sales pipeline, and ensuring

Qualifications

• Bachelor's degree with 9+ years in financial services sales
• Or 13 years combined education/experience, with 5+ years in high net worth sales
• Proven track record implementing wealth management strategies

Responsibilities

• Lead client relationship team and ensure access to resources and solutions
• Collaborate with Client Managers, Credit, Investment Advisors and Trust Officers to assess goals and determine solutions
• Prioritize client needs based on analysis and develop sales strategies to grow book
• Coordinate team communication and move opportunities through the sales cycle
• Ensure compliance with regulatory standards and promote fiduciary culture

Skills

Sales experience

Wealth management

Client relationship management

Financial planning

Leadership

Education

Bachelor's degree

CFP

CTFA

CPA

MBA

JD

Job description

M&T Bank in Palm Beach, FL seeks a Wealth Advisor to lead the client relationship team, coordinating with investment, trust, and advisory professionals to deliver comprehensive wealth solutions. You will drive growth by acquiring new clients and expanding existing relationships while upholding fiduciary duties and regulatory compliance.

The role emphasizes developing tailored wealth strategies for high net worth individuals and business owners, managing a robust sales pipeline, and ensuring