Wealth Advisor Team Leader

Primary Responsibilities: Lead a team of Wealth Advisors to meet established objectives. Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and post-calls, relationship reviews and sales coaching and team sales coaching programs to ensure goals are met. Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients. Manage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies. Develop and maintain a pipeline of Wealth Advisor talent to support continued growth of the business. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience. Drive individual production as a Wealth Advisor. 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. 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. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: This position provides leadership and oversight of a Wealth Advisor sales team within a specific region. Assisting the Market Leader in developing and implementing talented Wealth Advisor teams, sales strategies and delivering results on the strategy are key components of the job.

Location: Fairfield, CT

Type: Full time