Senior Wealth Advisor

Overview 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. Primary Responsibilities Lead the client relationship team and have overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess the client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short‑term and long‑term needs of the client based on the analysis. Lead the development of sales strategies to grow the client base. Promote and sell the full array of financial services distributed by the Company to current and new clients. Coordinate team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. Manage pipeline and activities to assure an appropriate number of prospect opportunities are in the pipeline and moving through the sales cycle to meet sales goal. Implement and deliver specific solutions. Lead client relationship review discussions with the committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved. Adhere to applicable compliance/operational risk controls in accordance with company or regulatory standards and policies. 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 Act as the manager for a book of client relationships, responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc.) Ultimately responsible for growth and retention of that client base. Focused on the profitable expansion of fee revenue while maintaining the highest ethical standards and adhering to fiduciary culture. Accountable for revenue growth, including the acquisition of new business and the ongoing relationship management, growth and retention of existing clients. Education & Experience Required Bachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or, in lieu of a degree, a combined minimum of 13 years’ 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 & Experience Preferred Securities licensing, CFP, CTFA, CPA designation. MBA (Master's degree in Business Administration) or JD (Juris Doctor). Compensation The pay range for this position is $151,722.54 - $252,870.91 (USD). M&T Bank is committed to fair, competitive, and market‑informed pay for its employees. Location Los Angeles, California, United States of America. Benefits Competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. EEO 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. #J-18808-Ljbffr