Senior Wealth Advisor

Bachelor’s degree and a minimum of 9 years’ sales experience in the financial services industry
In lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment
Proven track record of implementing wealth management strategies

Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm
Responsible for leading the development of sales strategies to grow client base
Coordinates team communication and activities
Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal
Leads client relationship review discussion with committee
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
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