Wilmington Trust
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Senior Wealth Investment Advisor
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Wilmington Trust 2 days ago Be among the first 25 applicants Join to apply for the
Senior Wealth Investment Advisor
role at
Wilmington Trust Direct message the job poster from Wilmington Trust Senior Principal Recruiter | Talent Acquisition
Overview
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. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Primary Responsibilities
Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects. Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. Communicate Wilmington Trust's investment process from setting capital market expectations to performance measurement and attribution. 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. Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 account reviews, minimize exceptions, and manage corrective action plans. 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. Participate actively in Divisional projects and initiatives and group meetings and calls. Serve as mentor for other trust professionals. 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. 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.
Education And Experience Required
Bachelor’s degree and a minimum of 7 years’ investment-related 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’ investment-related experience
Comprehensive industry and investment knowledge
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
Demonstrated strong verbal and written communication skills
Demonstrated strong presentation skills
Experience listening and accurately interpreting client needs
Experience developing relationships and interacting with internal and external partners
Proven experience working effectively within a team environment
Education And Experience Preferred
MBA (Master’s degree in Business Administration)
CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification
Proven experience working with high net worth clients and complex client relationships
#WT
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151,722.54 - $252,870.91 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Boston, Massachusetts, United States of America
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
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Senior Wealth Investment Advisor
role at
Wilmington Trust 2 days ago Be among the first 25 applicants Join to apply for the
Senior Wealth Investment Advisor
role at
Wilmington Trust Direct message the job poster from Wilmington Trust Senior Principal Recruiter | Talent Acquisition
Overview
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. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Primary Responsibilities
Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects. Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. Communicate Wilmington Trust's investment process from setting capital market expectations to performance measurement and attribution. 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. Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 account reviews, minimize exceptions, and manage corrective action plans. 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. Participate actively in Divisional projects and initiatives and group meetings and calls. Serve as mentor for other trust professionals. 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. 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.
Education And Experience Required
Bachelor’s degree and a minimum of 7 years’ investment-related 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’ investment-related experience
Comprehensive industry and investment knowledge
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
Demonstrated strong verbal and written communication skills
Demonstrated strong presentation skills
Experience listening and accurately interpreting client needs
Experience developing relationships and interacting with internal and external partners
Proven experience working effectively within a team environment
Education And Experience Preferred
MBA (Master’s degree in Business Administration)
CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification
Proven experience working with high net worth clients and complex client relationships
#WT
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151,722.54 - $252,870.91 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Boston, Massachusetts, United States of America
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Wilmington Trust by 2x Get notified about new Senior Investment Advisor jobs in
Boston, MA . Boston, MA $200,000.00-$230,000.00 3 months ago Boston, MA $100,000.00-$225,000.00 3 weeks ago Senior Director, Financial Planning & Analysis (FP&A)
Boston, MA $151,722.55-$252,870.91 2 days ago Boston, MA $107,700.00-$141,300.00 1 month ago Hingham, MA $133,560.00-$163,240.00 2 weeks ago Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
Boston, MA $124,000.00-$335,000.00 1 month ago Rockland, MA $101,000.00-$145,000.00 1 week ago Boston, MA $69,100.00-$116,100.00 2 days ago Property Manager - Multifamily Portfolio
Boston, MA $106,500.00-$129,600.00 6 days ago Cambridge, MA $140,000.00-$175,000.00 2 weeks ago Boston, MA $120,000.00-$187,500.00 5 days ago AVP, Investment Strategy and Product Innovation
Boston, MA $114,225.00-$190,375.00 5 days ago Cambridge, MA $124,000.00-$197,000.00 4 days ago Strategic Portfolio Manager, Technology Strategy & Transformation
Boston, MA $117,000.00-$221,000.00 2 days ago Boston, MA $189,900.00-$249,200.00 2 months ago Community Development Portfolio Manager II
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
Boston, MA $124,000.00-$335,000.00 3 days ago Artificial Intelligence Portfolio Manager (Hybrid)
Boston, MA $88,000.00-$104,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr