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At a glance
Requirements
Credentials this posting asks for.
Job overview
The Team Leader will coach and develop a group of 10‑14 Financial Advisors across Boston and New Hampshire, driving sales performance, client acquisition, and financial planning excellence while fostering collaboration, accountability, and compliance with regulatory standards.
Skills & qualifications
Skills
Qualifications
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
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Lead, coach, and develop a team of 10-14 Financial Advisors and advisor trainees supporting clients across the Northeast market.
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Drive advisor performance through coaching, sales training, and development focused on client acquisition, relationship growth, and financial planning excellence.
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Partner with Retail, Wealth, and other key stakeholders across the Boston and New Hampshire markets to strengthen referral relationships and expand client engagement opportunities.
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Support onboarding and development of newly hired Financial Advisors, creating a strong foundation for long-term success.
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Monitor advisor performance, pipeline activity, and client outcomes to identify opportunities for coaching and market growth.
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Champion a culture of accountability, belonging, collaboration, and client-focused execution.
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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
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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
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