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Financial Advisor Team Leader

M&T Bank

Company websitemtb.com (M&T Bank, opens in new tab)

Base salary $103,900  to $173,100

Employer-published annual base salary, USD. Advertised base range in Boston, MA

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  • LocationBoston, MA
  • WorkplaceWorkplace not stated
  • Status at last checkSource accepting applications when checked
  • Last checked (40 min ago) · observed since

About this job

Team Leader - Centralized Financial Advisors | Northeast Market (Boston/New Hampshire/Vermont)

Lead a team of Financial Advisors serving clients across M&T's New England market, including Boston, New Hampshire and Vermont. 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

Source: M&T Bank on Workday · View original posting (opens in new tab)

This range next to 6 other live M&T Bank roles with the nearest advertised base floor
Chart as a table
This range next to 6 other live M&T Bank roles with the nearest advertised base floor
RolePublished base
Financial Advisor Team Leader (this listing)$103,900 - $173,100
Tax Credit Equity Underwriter$103,900 - $173,100
Business Banking Relationship Manager - Middlesex County, NJ$104,700 - $174,500
Business Banking Relationship Manager - Bridgeport, CT$104,700 - $174,500
Credit Model Development Quantitative Lead - Commercial Real Estate Portfolio(Hybrid)$103,000 - $171,600
Dash Product Owner I (Hybrid - Buffalo, NY)$103,000 - $171,600
Commercial Business Data Consultant$103,000 - $171,600

Same $100K to $400K scale as every card. All M&T Bank roles · How to read the bar

Observed changes

  1. First observed on the employer's board
  2. Began meeting the published-salary criteria
Observed since
Where this pay comes from

Location as the employer wrote it: Boston, MA

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 combina

Method
Employer text, read with fixed rules and re-verified
Checked
Rule set
us-base-v2

The pay passage appears in the employer's own job text. Fixed, deterministic rules located it, and the passage below was checked against the stored copy of the posting.

What we verified

  • The pay figures come from the employer's own listing, quoted exactly above.
  • The pay is an annual base salary in US dollars with a minimum of at least $100,000.
  • The role was publicly listed on the employer's job board when last checked.

We do not verify what the employer will actually offer, whether the employer is still recruiting for the role, or anything beyond what the employer published. Full methodology.