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Job Description
Overview:
Leads and manages assigned staff within the Greater NY City/Tri-state area of Wealth Management. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
Primary Responsibilities:
Direct and participate in the development and management of wealth client relationships with individuals, business owners and families. Work closely with families and their advisors to ensure the relationship is handled efficiently and effectively in the delivery of services to these relationships. Refer client requests for additional products to the appropriate sales specialist within the organization. Provide sales leadership and manages the sales process for assigned team. Establish team goals and track their performance. Represent the Bank in civic and community activities. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned.
Education and Experience Required:
Bachelor's degree and a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years' higher education and/or work experience, including a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal issues Minimum of 4 years' managerial experience
Education and Experience Preferred:
MBA (Master's degree in Business Administration) or JD (Juris Doctor) CFP (Certified Financial Planner), CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $182,700.00 - $339,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Los Angeles, California, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people's lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T's affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank's traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values - integrity, ownership, collaboration, curiosity, and candor - drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T's Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice
