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 Advisor(s) in preparing for client meetings and providing support. Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews. 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. Understand and adhere to the Companys risk and regulatory standards, policies and controls in accordance with the Companys Risk Appetite. 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. 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. Supervisory/Managerial Responsibilities: Education and Experience Required: Bachelors degree, or in lieu of a degree, a combined minimum of 4 years higher education and/or work experience General understanding of stocks and bonds Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures Proficient personal computer skills with solid knowledge of pertinent office software Demonstrated verbal and written communication skills Demonstrated presentation skills Strong customer focus Proven experience working effectively within a team environment Education and Experience Preferred: Bachelor's degree in Finance, Accounting, Economics, or related field #LI-WR1 #WilmingtonTrust 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 candidates particular combination of knowledge, skills, and experience will inform their specific compensation. Location: New York, New York, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in peoples lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&Ts affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Banks traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communitiescombining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values integrity, ownership, collaboration, curiosity, and candor drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&Ts Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. 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. Career Site Privacy Notice
