Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Serves as a mentor for a small group of Private Client Advisors and exercises general guidance in the relationship planning process for clients. Primary Responsibilities : Leads the client relationship team and has overall responsibility for ensuring the client has access to all resources and solutions of the firm. Works closely with Client Managers, Private Banking, Investment Advisors, and Fiduciary Advisors to assess clients' current financial situations, goals, and objectives to determine solutions through the financial planning process. Prioritizes short-term and long-term needs based on analysis. Responsible for developing sales strategies to grow the client base. Promotes and sells the full array of financial services distributed by the company to current and new clients. Coordinates team communication and activities. Recommends ideas, suggestions, and alternative wealth solutions by utilizing a team of specialists as applicable. Manages pipeline and activities to ensure an appropriate number of prospect opportunities are in the pipeline and progressing through the sales cycle to meet sales goals. Implements and delivers specific solutions. Leads client relationship review discussions with the committee. Manages and reviews the relationship on an ongoing basis to ensure client goals and objectives are achieved. Adheres to applicable compliance and operational risk controls in accordance with company or regulatory standards and policies. Promotes an environment that supports diversity and reflects the M&T Bank brand. Maintains internal control standards, including timely implementation of audit points and addressing issues raised by external regulators as applicable. Completes other related duties as assigned. Scope of Responsibilities : As the manager for a book of client relationships, the Wealth Advisor is responsible for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc.), and ultimately responsible for growth and retention of that client base. The focus is on profitable expansion of fee revenue while maintaining high ethical standards and adhering to the fiduciary culture. Accountable for revenue growth including acquisition of new business and ongoing relationship management, growth, and retention of existing clients. Managerial / Supervisory Responsibilities : None. Education and Experience Required : Bachelor's degree and at least 9 years of sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years of higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Proven track record of implementing wealth management strategies. Education and Experience Preferred : MBA (Master’s degree in Business Administration) or JD (Juris Doctor).
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