Teams at M&T Bank

Owns vision, roadmap, and backlog for customer/employee research and portfolio management products (Qualtrics, UserZoom, ServiceNow SPM). Represents customer voice, prioritizes backlog, works with stakeholders and agile teams, uses analytics and design thinking to drive outcomes, and ensures compliance with internal controls and audit requirements.

Provide day-to-day administration and servicing for high-net-worth and institutional Global Capital Markets clients, acting as primary contact. Process transactions, establish accounts, handle disbursements, trades and trust terminations, support account representatives, manage internal/external partner relationships, ensure compliance with policies and controls, and resolve client inquiries promptly.

Deliver investment management services to Wealth Advisory clients: develop and implement Individual Policy Statements, prepare portfolio recommendations and performance reviews, support Investment Advisors, identify sales opportunities, maintain regulatory and risk compliance, and foster client relationships within firm controls.