Wealth Market Manager - Greater Washington Market

Posted 2 Days Ago
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Washington, DC
183K-339K Annually
Senior level
Other
The Role
The Wealth Market Manager leads a team in Wealth Management, building client relationships and enhancing brand recognition in the Greater Washington market. Responsibilities include sales leadership, team performance tracking, client service management, risk mitigation, and participation in community activities. The role requires extensive experience in wealth management and managerial skills.
Summary Generated by Built In

Overview:

Leads and manages assigned staff within a defined segment of Wealth Management; in this case, the Greater Washington, D.C. market.  Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.

Primary Responsibilities:

  • Direct and participate in the development and management of wealth client relationships with individuals, business owners and families.
  • Work closely with families and their advisors to ensure the relationship is handled efficiently and effectively in the delivery of services to these relationships.  Refer client requests for additional products to the appropriate sales specialist within the organization.
  • Provide sales leadership and manages the sales process for assigned team.  Establish team goals and track their performance.
  • Represent the Bank in civic and community activities.
  • Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
  • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.  Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis.  Identify risk-related issues needing escalation to management.
  • 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.

Education and Experience Required:

Bachelor's degree and a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years’ higher education and/or work experience, including a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues

Minimum of 4 years’ managerial experience

Education and Experience Preferred:

MBA (Master’s degree in Business Administration) or JD (Juris Doctor)

CFP (Certified Financial Planner), CTFA (Certified Trust and Financial Advisor) or similar certification

#LI-LA1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $182,695.08 - $339,290.87 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

LocationWashington, District of Columbia, United States of America

The Company
HQ: Spring, TX
10,001 Employees
On-site Workplace

What We Do

Waste Connections, Inc. is an integrated solid waste services company that provides waste collection, transfer, disposal and recycling services in mostly exclusive and secondary markets in the U.S. and Canada. Through its R360 Environmental Solutions subsidiary, the Company is also a leading provider of non-hazardous oilfield waste treatment, recovery and disposal services in several of the most active natural resource producing areas in the United States, including the Permian, Bakken and Eagle Ford Basins. Waste Connections serves more than six million residential, commercial, industrial, and exploration and production customers from a network of operations in 39 states, six provinces and the District of Columbia. The Company also provides intermodal services for the movement of cargo and solid waste containers in the Pacific Northwest.

Our corporate strategy targets secondary and suburban markets that have strong demographic growth trends and where competitive barriers to entry can be developed. We seek to avoid highly competitive, large urban markets and target markets where we can provide either non-integrated or integrated solid waste services under exclusive arrangements, or markets where we can be integrated and attain high market share. We are a leading provider of solid waste services in most of our markets, and approximately 50% of our revenues are derived from market areas where we have franchise or exclusive rights to provide our waste services.

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