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Sales and Product Support Specialist - 3DLGB in Wilmington, DE at M&T Bank

Date Posted: 11/6/2018

Job Snapshot

Job Description

Sales and Product Support Specialist

Wilmington Center

Wilmington, DE

 

FUNCTION: 

Provide Sales and Product support in the distribution of Portfolio Architect and the managed account platform

 

POSITION RESPONSIBILITIES:

Provide expertise to support the distribution of Portfolio Architect within M&T Securities, including educating advisors on the overall investment platform, asset management capabilities, various program options, and technical/system processes. 

Cultivate relationships with M&T Securities sales force and other internal support areas such as Operations, Advisor Support, Marketing, Compliance, and Business management to ensure that the products is being supported well across functional teams.

Generate reporting and prepare complex presentations for various levels of management.

Provide proactive sales and product support, with a focus on outbound communication to drive more efficient use of the product and ensure strategic product changes are prioritized.

Conveying performance and attribution information to advisors.

Increasing product penetration in regions with low usage rates, while ensuring that product feedback is gathered from advisors to continually enhance the program.

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.

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 duties as assigned by management.

 

NATURE AND SCOPE:

The position functions as a subject matter expert (SME) to provide remote support to Financial Advisors and internal sales partners to ensure an efficient and profitable distribution channel for Managed Accounts products.

 

MANAGERIAL/SUPERVISORY RESPONSIBILITY:

Not Applicable

 

MINIMUM QUALIFICATIONS REQUIRED:

Bachelor’s degree and minimum of 3 years proven wealth-related product, administration and/or operations experience, or in lieu of degree a combined minimum of 7 years higher education and/or work experience, including a minimum of 3 years proven wealth-related product, administration and/or operations experience

Proficiency with personal computers as well as pertinent spreadsheet and presentation software

 

IDEAL QUALIFICATIONS PREFERRED:

Bachelor’s Degree in Finance, Economics or Mathematics

Experience presenting investment or Managed Accounts products to Financial Advisors and/or clients

Investment product sales or support experience

State Life, A&H Managed Accounts License(s)

Proven success in problem analysis and resolution, consultative selling, investment communications and broad market perspective

 

PHYSICAL REQUIREMENTS:

Must be able to remain in a stationary position 50% of the time

Occasionally move about inside the office to access file cabinets, computer, etc,

Frequently communicates with internal/external parties. 

Must be able to exchange accurate information in these situations.

No lifting requirements

 

We encourage candidates with relevant military experience to apply.
About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.