M&T Bank Corporation

Financial Advisor Team Leader

M&T Bank Corporation$103K — $173K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or 11 years of relevant experience, including 7 years in sales
  • Minimum 2 years of managerial or supervisory experience
  • FINRA Series 7, 63, 24, and 65 Licenses required
  • New York State Life/Accident and Health Insurance license required
  • Strong background in sales performance and coaching.

Responsibilities

  • Lead and develop a team of 10-14 Financial Advisors
  • Drive advisor performance through coaching and sales training
  • Collaborate with Retail and Wealth partners to enhance referral networks
  • Support onboarding and development of new advisors
  • Monitor performance metrics to identify coaching opportunities
  • Promote a culture of accountability and collaboration
  • Ensure compliance with regulatory standards.

Benefits

  • Comprehensive benefits package available
  • Opportunities for professional development and growth
  • Supportive team environment with a focus on collaboration
  • Culture prioritizing client-focused execution.
Full Job Description
Team Leader - Centralized Financial Advisors | Northeast Market (Boston & New Hampshire)

Lead a team of Financial Advisors serving clients across M&T's Northeast market, including Boston and New Hampshire. This role is responsible for coaching and developing advisors, strengthening client engagement strategies, supporting advisor onboarding and growth, and driving sales performance across a centralized advisory team. The ideal candidate is a collaborative leader who is passionate about developing talent, creating exceptional client experiences, and helping advisors grow their practices while expanding M&T's presence in key Northeast markets.

What You'll Do
  • Lead, coach, and develop a team of 10-14 Financial Advisors and advisor trainees supporting clients across the Northeast market.
  • Drive advisor performance through coaching, sales training, and development focused on client acquisition, relationship growth, and financial planning excellence.
  • Partner with Retail, Wealth, and other key stakeholders across the Boston and New Hampshire markets to strengthen referral relationships and expand client engagement opportunities.
  • Support onboarding and development of newly hired Financial Advisors, creating a strong foundation for long-term success.
  • Monitor advisor performance, pipeline activity, and client outcomes to identify opportunities for coaching and market growth.
  • Champion a culture of accountability, belonging, collaboration, and client-focused execution.
  • Ensure adherence to advisory, compliance, risk, and regulatory standards.


Education and Experience Required:

Bachelor's degree and a minimum of 7 years' experience in a sales environment, or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience inclusive of a minimum of 7 years' experience in a sales environment

Minimum of 2 years' managerial, supervisory, and/or work leadership experience

FINRA Series 7, 63, 24, and 65 Licenses

New York State Life/Accident and Health Insurance license

#LI-ES1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $103,900.00 - $173,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:
Boston, Massachusetts, United States of America

About M&T Bank Corporation

M&T Bank is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, operates banking offices in New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia, and the District of Columbia. Trust-related services are provided by M&T's Wilmington Trust-affiliated companies and by M&T Bank. M&T Bank traces its origins to the founding of Manufacturers and Traders Bank in Buffalo, New York. As a result of mergers, acquisitions, and name changes, M&T Bank Corporation's principal bank is now known as Manufacturers and Traders Trust Company or M&T Bank. M&T Bank reorganized under a bank holding company in 1969 called First Empire State Corporation. The name was changed in 1998 to M&T Bank Corporation, whose common stock is listed on the New York Stock Exchange and trades under the symbol "MTB."

M&T Bank Corporation Careers

Join the vibrant team at M&T Bank Corporation, a leading financial institution where innovation meets tradition, offering a plethora of job opportunities across various sectors. As one of the most respected banks in the nation, M&T Bank Corporation is the perfect place to jumpstart or advance your career in the financial services industry.

Work You’ll Do

At M&T Bank Corporation, you will be part of a culture that cherishes diversity, leadership, and professional growth. Engage in work that makes a real difference in the community while fostering your career development through comprehensive training programs and diverse learning opportunities.

Innovate and Lead

Embrace the chance to work on projects that integrate cutting-edge financial technologies with robust, traditional banking practices. M&T Bank Corporation is at the forefront of the financial industry, offering innovative solutions that redefine banking standards. Our leadership in the market is driven by a commitment to excellence and continuous improvement.

Career Growth and Opportunities

Whether you are looking for an entry-level position or a more senior role, M&T Bank Corporation provides a dynamic pathway for career advancement. With a variety of job opportunities ranging from internships to full-time positions, you can find the perfect match for your skills and ambitions. Our team is dedicated to helping you navigate your career path with tailored development plans and leadership training.

Join Our Team

Explore job opportunities and join a team that values hard work, creativity, and strategic thinking. M&T Bank Corporation is hiring professionals who are passionate about finance and eager to contribute to a team-oriented environment. Enhance your skills through hands-on experience and ongoing professional development.

Networking and Professional Development

At M&T Bank Corporation, networking and professional development are part of our DNA. Connect with industry leaders, participate in high-impact networking events, and take advantage of our mentorship programs. Our employees benefit from a supportive network that boosts their career trajectories and fosters meaningful professional relationships.

Benefits and Culture

Enjoy a comprehensive benefits package that supports both your professional and personal life. M&T Bank Corporation offers competitive salaries, health benefits, and retirement plans designed to ensure the well-being of our team members and their families. Experience a supportive and inclusive culture where every employee is valued and given the opportunity to thrive.

How to Apply

Ready to take the next step in your career? Visit the M&T Bank Corporation Careers page to browse current openings, submit your resume, and prepare for your interview. We are excited to see how your skills and ideas can contribute to our continued growth and success.

Stay Connected

Keep up to date with the latest from M&T Bank Corporation by following our careers blog. Gain insights from our experts and stay informed about new job openings and upcoming networking events. Join M&T Bank Corporation today and be part of a team that is dedicated to growth, innovation, and leadership in the banking industry. Your future starts here!
Learn more about M&T Bank Corporation
Size
17,115 employees
Market Cap
$25.2 billion
Industry
Net Income
$1.3 billion
Founded
1868
5 Year Trend
+0.2%
NASDAQ

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