Portland, Maine, United States · On-site
$116k–$194k/yr
Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of s…
Skills: Wealth Management, Financial Planning, Client Relationship Management, Sales Strategy, Pipeline Management
United States · Remote OK
$46/hr–$77/hr
Overview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk manageme…
Skills: Client Relationship Management, Risk Management, Legal Document Analysis, Financial Analysis, Corporate Trust
New York, New York, United States · Hybrid
$86k–$143k/yr
Overview: Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations. Primary Responsibilities:Support assigned Investment Adviso…
Skills: Portfolio Recommendation, Investment Performance Review, Client Relationship Management, Financial Analysis, Risk Management
Bridgeport, Connecticut, United States · Hybrid
$108k–$179k/yr
THIS ROLE WILL BE HYBRID ONSITE 4 DAYS/WEEK (1 DAY REMOTE) BASED OUT OF: BUFFALO NY, BRIDGEPORT CT, WILMINGTON DE, or ISELIN NJ. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE Overview:This role provides sen…
Skills: Internal Audit, Risk Assessment, Data Analytics, Project Management, Stakeholder Management
Wilmington, Delaware, United States · Hybrid
$32/hr–$54/hr
Overview: We are seeking a detail-oriented and independent professional to join our Client Onboarding and Support team, where you will play a critical role in ensuring the accuracy, completeness, and compliance of client…
Skills: KYC Verification, Regulatory Compliance, Risk Mitigation, Financial Documentation Review, Client Onboarding
Bridgeport, Connecticut, United States · Hybrid
$28/hr–$47/hr
Overview: Join a high-impact team at the center of client onboarding within Wealth Management. In this role, you will serve as a critical first line of defense for the bank, ensuring all client accounts are accurately do…
Skills: KYC Review, Compliance, Risk Management, Wealth Management, Account Onboarding
Wilmington, Delaware, United States · On-site
$24/hr–$41/hr
Overview: Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with…
Skills: Trust Administration, Entity Administration, Client Relationship Management, Cash Disbursements, Account Balancing
Dallas, Texas, United States · On-site
$94k–$156k/yr
Overview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activi…
Skills: Client Relationship Management, Risk Management, Financial Analysis, Legal Document Interpretation, Regulatory Compliance
London, England, United Kingdom · Hybrid
Overview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk manageme…
Skills: Client Relationship Management, Global Capital Markets, Risk Management, Legal Document Analysis, Financial Analysis
Wilmington, Delaware, United States · Hybrid
$24/hr–$41/hr
Overview: Join our Shared Services team as a Transfer Agent Operations Specialist. In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder tran…
Skills: Bondholder Transfers, Account Updates, Regulatory Compliance, Wire Transfers, Disbursements
Los Angeles, California, United States · On-site
$183k–$339k/yr
Overview: Leads and manages assigned staff in Southern California area of Wealth Management. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand…
Skills: Wealth Management, Investment Management, Trust Planning, Estate Planning, Sales Leadership
Paramus, New Jersey, United States · Hybrid
$171k–$284k/yr
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 con…
Skills: Investment Management, Wealth Management, Financial Analysis, Client Relationship Management, Portfolio Management
New York, New York, United States · Hybrid
$105k–$175k/yr
Overview: Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division, which serves the unique needs of Wilmington Trust’s largest and most complicated High Net Worth (HNW) and Ult…
Skills: Legal Research, Estate Plan Analysis, Strategic Wealth Planning, Trusts and Estates, Tax Law
Los Angeles, California, United States · On-site
$162k–$270k/yr
Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of s…
Skills: Wealth Management, Financial Planning, Client Relationship Management, Sales Strategy, Business Development
Cos Cob, Connecticut, United States · On-site
Senior Financial Advisor (Greenwich Market)- Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfol…
Skills: Wealth Management, Investment Strategies, Insurance Strategies, Business Development, Relationship Management
Baltimore, Maryland, United States · On-site
Financial Advisor (Greater Baltimore Market)- Catonsville, MD & surrounding area Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Catonsv…
Skills: Investment Sales, Insurance Sales, Business Development, Networking, Portfolio Review
Fairfield, Connecticut, United States · On-site
Financial Advisor (Greater Bridgeport Market)-Bridgeport, CT & surrounding area Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgepo…
Skills: Investment Sales, Insurance Sales, Business Development, Networking, Relationship Management
Radnor, Pennsylvania, United States · On-site
$225k–$418k/yr
Overview: Responsible for managing and identifying new opportunities to meet the product and service demands of the full spectrum of Wealth Management products and services, including for the High Net Worth (HNW), Ultra-…
Skills: Wealth Management, Product Management, Strategic Planning, Asset Management, Project Management
Wilmington, Delaware, United States · Hybrid
$89k–$148k/yr
Overview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activi…
Skills: Relationship Management, Risk Management, Client Service, Financial Analysis, Legal Document Analysis
Parsippany, New Jersey, United States · On-site
Financial Advisor- Parsippany, NJ Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Ad…
Skills: Relationship Building, Investment Solutions, Insurance Solutions, Portfolio Review, Client Lifecycle Management
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Accountable for meeting revenue goals through the acquisition and retention of high net worth clients. Leads a relationship team to deliver comprehensive wealth management strategies and financial solutions.
Requires a bachelor's degree and at least 7 years of financial services sales experience, or equivalent combined experience. Proven track record in wealth management strategies for high net worth segments is essential.
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.
This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.
Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment
Proven track record of implementing wealth management strategies
Securities licensing, CFP, CTFA, CPA designation
MBA (Master’s degree in Business Administration) or JD (Juris Doctor)
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $116,400.00 - $194,000.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience. Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation. 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.
Offices: 1100 North Market Street, Wilmington, DE 19890, US
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience. Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation. 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.
Offices: 1100 North Market Street, Wilmington, DE 19890, US
