Wilmington Trust

Senior Wealth Investment Advisor Associate

New York, NY · Senior

Sponsorship not specified$86k-$143kDetected 26 days ago

AccountingAuditingCommunicationInternal Audit

About the role

Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews.
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.

Support assigned Investment Advisor(s) in preparing for client meetings and providing support.
Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.
Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners.
Develop an understanding of changes in the industry including Federal and state specific and various government regulations.
Participate in sales effort. Identify and develop additional opportunities with existing clients.
Maintain positive working relationships. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
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, and technical procedures
Proficient personal computer skills with solid knowledge of pertinent office software
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.
Bachelor's degree in Finance, Accounting, Economics, or related field

M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
The pay range for this position is $85,800.00 - $143,000.00 Annual (USD).
The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

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.