Posted:
8/20/2024, 5:00:00 PM
Location(s):
New York, New York, United States ⋅ New York, United States
Experience Level(s):
Expert or higher ⋅ Senior
Field(s):
Customer Success & Support ⋅ Sales & Account Management
Works directly with President of Family Wealth, Eastern Region to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele and is responsible for managing Wilmington Trust’s largest and most complicated client relationships. Serves as critical element in developing and growing (utilizing of a wide range of Wilmington Trust products and services) new and existing relationships and accountable for client growth and retention. Is primary client contact, responsible for daily management of specific client teams for these large relationships and ensures that the Wilmington Trust team is proactive and responsive to these important relationships. Develops and executes customized wealth plans for UHNW clients and families that leverage the full breadth of the organization’s capabilities. Ensures proper delivery of Wilmington Trust’s UHNW client experience across relationships, customized to accommodate individual client preferences. Researches trusts & estates, tax and divorce legal issues, reviews and analyzes estate plans.
This position serves as the core point of contact for UHNW clients comprising the top 5 – 10% of all client relationships within the business, with primary goals of retaining and expanding client relationships.
Not Applicable
Bachelor’s degree and a minimum of 7 years’ relevant 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’ relevant experience
Deep expertise in planning, investments, banking, and fiduciary
Prior experience managing complex UHNW client relationships
Strong communications skills
Strong interpersonal skills
Strong influencing skills
Juris Doctorate -highly preferred
Minimum of 10 years’ relevant experience
Certified Financial Planner (CFP®), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification
Demonstrated in-depth product knowledge
Excellent sales skills
Excellent relationship management skills
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The salary pay range for this position is $159,570.18 - $265,950.31 Annual (USD), plus other compensation components, including bonus. The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation package
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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.Website: https://mtb.com/
Headquarter Location: Buffalo, New York, United States
Employee Count: 10001+
Year Founded: 1856
Industries: Banking ⋅ Consulting ⋅ Credit ⋅ Financial Services ⋅ Insurance