Job Title

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 coordinations or best fit recommendations, and investment performance reviews of a more complex nature. + 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. + Maintain a current 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 Companyu2019s risk and regulatory standards, policies and controls in accordance with the Companyu2019s Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging 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. 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: Bacheloru2019s degree and a minimum of 1 yearsu2019 relevant experience, or in lieu of a degree, a combined minimum of 5 yearsu2019 higher education and/or work experience, including a minimum of 1 yearsu2019 relevant 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 Strong verbal and written communication skills Strong 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 $41.24 - $68.72 Hourly (USD). The successful candidateu2019s particular combination of knowledge, skills, and experience will inform their specific compensation. Location: New York, New York, United States of AmericaM&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.