Lead Analyst - Wealth Management Operations

Posted 3 Days Ago
Be an Early Applicant
Wilmington, DE
79K-132K Annually
Entry level
Fintech
The Role
The Lead Analyst will act as a key contact within the Product Ownership team for New Account Opening and Mid-Office Support. Responsibilities include managing OKRs, monitoring performance metrics, collaborating with cross-functional teams, automating internal workflows, and adhering to compliance standards. The role requires strategic insight to support decision-making in alignment with company goals.
Summary Generated by Built In
  • Sponsorship is not available for this position including anyone on an F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension. 

  • Contribute to a Product Ownership team serving as a main point of contact for New Account Opening and Mid-Office Support

  • Work closely with leadership to manage and track OKRs, monitor key performance metrics, and provide strategic insights that drive decision-making and ensure teams stay aligned with the company's growth objectives

  • Assist with development of our production support strategy and identify any potential gaps

  • Work closely with our cross functional partners by facilitating collaboration between teams, ensuring smooth handoffs and effective alignment on key initiatives, timelines, and goals

  • Assist in leading efforts to redefine and automate internal workflows and tools, driving efficiency and building resources at scale

  • Identify trends, emerging issues and engage relevant stakeholders to develop project plans, organize virtual and physical events, synthesize multiple points of view and communicate findings utilizing such tools as white papers, reports and other relevant formats.

  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.

  • Promote an environment that supports diversity 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.

Supervisory/ Managerial Responsibilities:

Acts as an advisor and coach to mentor junior team members

May provide direction and leadership to more junior staff

Education and Experience Required:

Bachelor’s degree and a minimum of 4 years related business line experience,

OR in lieu of,

A combined minimum of 8 years higher education and/or work experience

#LI-LA1

#risk

#operations

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $79,184.45 - $131,974.08 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

LocationWilmington, Delaware, United States of America

The Company
Baltimore, MD
21,590 Employees
On-site Workplace

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.

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