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 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.
- 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:
Bachelor’s 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
Physical Requirements:N/A
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $77,669.27 - $129,448.78 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:Los Angeles, California, United States of America
M&T Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.
-
Retirement Support — Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
-
Leave & Time Off Breadth — Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
-
Wellbeing & Lifestyle Benefits — Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.
M&T Bank Insights
Similar Jobs
What We Do
M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.
