Job Abstract

Considered the subject matter expert for a key activity performed within their team or business line.  Applies practical experience and industry expertise to execute a specific function with focus on compliance and risk mitigation.  Autonomy and less daily oversight.

• Analyze and interpret Wealth documents and apply fiduciary, legal and statutory knowledge and experience to execute function.
• Communicate with internal and external business partners and related service partners.  Serve as primary subject matter expert for a key process.
• Escalate or resolve non-standard or high risk exceptions as appropriate, and act as escalation point for activities falling within their SME scope.
• Work independently to perform processing of complex requirements. 
• Contributor of ideas for process improvements.
• Identify, report and escalate all risk and compliance issues, breaches and suspicious activities.
• 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.

Bachelor’s Degree and 3 years’ financial services experience,

OR in lieu of a degree,

A combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ financial services experience

Demonstrated success operating in a team environment

Experience using word processing and spreadsheet

Willing to work a flexible schedule as needed

Effective communication skills

Self-motivated well organized individual

Bachelor’s degree in Business/Finance/Accounting/Statistics

5 years’ experience in financial services industry

Advanced degrees (JD, CFP, CTFA)

Understanding of Wealth Management and/or Capital Markets business

Knowledge of M&T systems and culture

Ability to work under time constraints

Attention to detail and good organizational skills and communication skills