Wealth Advisor Team Leader

Wilmington Trust · Fairfield, Connecticut, United States

Location

Fairfield

Job Type

Full time

Posted

June 13, 2026

Job Description

Overview:
This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. 

Primary Responsibilities:
Lead a team of Wealth Advisors to meet established objectives. 
Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and post-calls, relationship reviews and sales coaching and team sales coaching programs to ensure goals are met. 
Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients.
Manage and participate in deepening existing client relationships, driving new client...
        

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