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Senior Advisory Services Relationship Manager - 3DJC3 in Villanova, PA at M&T Bank

Date Posted: 7/2/2018

Job Snapshot

Job Description

Senior Advisory Services Relationship Manager

Philadelphia, PA



Provides relationship management and investment advisory services to corporate retirement accounts. Works in a team environment, providing advisory services for mid to large size, complex advisory relationships.
Lead interactions with mid to large size, complex clients, over the phone or on-site, to present and discuss investment advice, investment reviews, plan reviews, participant education strategies, plan design features, fee benchmarking and third party service provider reviews as requested.
Support new business development by assisting with completion of Requests for Proposal (RFPs) and presentations.
Oversee transition and conversion of assets to new third party service provider, including collection of any required documents and contracts.
Facilitate ongoing communication with third party service providers.
Oversee submission and approval of team's assigned account reviews to ensure timely completion.
Serve as primary contact for assigned/coverage team accounts. Resolve complex matters and inquiries. Provide oversight of the team to resolve basic and complex matters as needed.
Maintain client communications on regulatory, legal, accounting and trust matters.
Setup client billing on partner platforms and ensure timely payment.
Keep abreast of industry trends and understand regulatory items as it occurs or as communicated by management.
Adhere to division, client and alliance service standards.
Understand the competition.
Fully utilize staff by leveraging strengths.
Mentor, direct or monitor less experienced Relationship Managers in the client processing function.
Participate in Departmental projects and corporate initiatives on a periodic basis.
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 related duties as assigned.
Required Qualifications:
Bachelor's degree and a minimum of 5 years’ equivalent training and work experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ equivalent training and work experience
Demonstrates a strong level of proficiency in the use of personal computers and software packages, such as word processing and spreadsheet software
Knowledge of balance sheets and income statements
Detail oriented.
Excellent customer service skills
Excellent verbal and written communication skills
Proven organizational skills
Proven leadership skills
Proven problem-solving skills
Strong decision-making skills
Travel Required
Preferred Qualifications:
Bachelor’s Degree in Finance or Business
Retirement or Trust administration experience
Series 6 or 7, 63 and state insurance licenses
Industry certification (CRSP or CEBS)


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.