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Wealth Management Sales & Service Delivery Program Manager - 3DFN7 in Baltimore, MD at M&T Bank

Date Posted: 2/11/2018

Job Snapshot

Job Description

Wealth Management Sales & Service Delivery Manager Wilmington Trust Baltimore, MD  
Lead the Sales and Service function across the Wealth Management division.  Execute projects/initiatives that identify areas of inconsistency and opportunity to ultimately drive profitability and change in the distribution model.  Work to Lead efforts to define best in class relationship management/client servicing organization, establishing relationship team structures, relationship loading, staffing structures, client review thresholds and alternative delivery channels (digital, call center and centrally delivered expertise).
 
Primary Responsibilities  
•         Lead, support and manage business transformation initiatives for regional sites and help in identifying and implementing opportunities through a combination of system and process solutions
• Define industry leading sales program concepts including connectivity to business development efforts, training/onboarding initiatives, sales process/activity tracking, new business guidelines, pricing mechanisms, discounting procedures and other tools to assist the sales force.
•         Support Wealth Management leadership targets by assisting regional sites to identify and implement improved processes and consistent delivery channels
•         Establish & build relationships with client-facing staff in regional location
• Develop a reporting framework to assist in providing periodic updates to senior management on the status of the transformation efforts and escalate issues, as needed
•         Assist the Business in determining & implementing quality process standards & efficiencies
•         Ensure connectivity and communication among internal partners in Retail, Business and Commercial Banking
•         Ensure transformation initiatives and project plans identify and address all known risk areas
•         Ensure continuous improvement of processes through a focus on best practice 'Change Management' techniques
•         Management of all project resources and timeframes to ensure deliverables are met
•         Communicate effectively with all people both on the project team and across the organization
•         Ensure adequate follow up and resolution of any project issues
 
Minimum Qualifications Required: •  Bachelor’s degree and minimum 8 years’ proven project management or sales program management experience or in lieu of degree combined minimum 12 year higher education and/or work experience including project management or program management experience
 
Idea Qualifications Preferred:    Extensive knowledge of program management concepts
• Demonstrated ability to think strategically and act as a thought partner with senior leadership and key stakeholders
• Demonstrated ability to synthesize varied viewpoints to identify an optimal solution and develop a coherent plan or vision
• Demonstrated ability to collaborate and drive execution at all levels of the organization on a national basis
• Demonstrated exceptional leadership, project management, analytical and managerial skill
• Exceptional ability to communicate in written and verbal formats across various levels of organization
• Demonstrated ability to build strong professional relationship
•         Excellent Project management and Presentation skills
•         Strong verbal, written and numeracy skills. Good liaison skills across all levels of the organization
•         Excellent PC Skills (Microsoft Project, Power Point, Word, Excel, Access, Visio)

• Consulting background preferred

•  Master’s Degree preferred


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.
 
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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.