Senior Wealth Investment Advisor

Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs‑based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution. Primary Responsibilities Maintain current knowledge of financial markets, Wilmington Trust investment process, and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects. Develop Individual Policy Statement (IPS) with and for clients, including annual reviews and updates. Implement investment strategy recommendations. Communicate Wilmington Trust’s investment process from setting capital market expectations to performance measurement and attribution. Manage book of accounts, comprising significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. Implement Wilmington Trust’s investment methodology in all assigned portfolios in a timely manner. Attend relevant training and informational meetings; maintain market knowledge, process and platform competence. Complete all compliance requirements, including annual account reviews. Complete annual Regulation9 account reviews, minimize exceptions, and manage corrective action plans. Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations, for new business opportunities with prospects. Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advise clients on appropriate actions. Participate in sales effort. Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products. Maintain a current understanding of changes in the industry including federal and state specific and various government regulations. Participate actively in divisional projects and initiatives and group meetings and calls. Serve as mentor for other trust professionals. Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk‑related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. 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. Scope of Responsibilities Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients, and their representatives. Education and Experience Required Bachelor’s degree and a minimum of 7years investment‑related experience, or a combined minimum of 11years higher education and/or work experience, including a minimum of 7years investment‑related experience. Comprehensive industry and investment knowledge. Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations. Proficient personal computer skills with solid knowledge of pertinent office software. Demonstrated strong verbal and written communication skills. Demonstrated strong presentation skills. Experience listening and accurately interpreting client needs. Experience developing relationships and interacting with internal and external partners. Proven experience working effectively within a team environment. Education and Experience Preferred MBA (Master’s degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification Proven experience working with high‑net‑worth clients and complex client relationships Location Paramus, New Jersey, United States of America Pay Range The pay range for this position is $170,500.00 - $284,100.00 Annual (USD). Equal Employment Opportunity Statement 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. #J-18808-Ljbffr M&T Bank Corporation