Wilmington Trust

Senior Wealth Investment Advisor

New York, NY · Senior

Sponsorship not specified$171k-$284kDetected 16 days ago

AuditingCommunicationPublic SpeakingInternal AuditCFA

About the role

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.
Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.

Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering.
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.
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.
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.

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
Experience listening and accurately interpreting client needs
Proven experience working effectively within a team environment
Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients, and their representatives.
MBA (Master's degree in Business Administration)

M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
The pay range for this position is $170,500.00 - $284,100.00 Annual (USD).
The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations.

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.

This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.