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 client 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, comprised of 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 maintaining market, process and platform. Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 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 advises clients on appropriate actions. Participate in sales effort. Identify and develop additional opportunities with existing clients. 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 diversity 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 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ 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 #LI-LP1 #WT M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $159,570.18 - $265,950.31 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location: Iselin, New Jersey, United States of America At M&T Bank, we make a difference in people’s lives. For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers. Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000 employees. We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences. We support our employees every step of the way. Competitive compensation Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO 401(k) match at 5% with options for Roth and discretionary employer contributions A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts We need you. Are you ready to join us? Apply today to start the journey. If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.