Senior Wealth Strategist

M&T Bank • Bridgeport, CT

13d • Hybrid

About The Position

Wilmington Trust is seeking an experienced Wealth Strategist to advise ultra-high-net-worth families, entrepreneurs, business owners, and multigenerational households on complex estate, trust, tax, and wealth-transfer planning. Clients may have approximately $10 million to $50 million or more in net worth. The role may be based anywhere within the M&T Bank footprint and supports clients and partners throughout the Metro New York City market. The work schedule is hybrid, with four days per week in the office.

The strategist develops and implements estate, trust, tax, wealth-transfer, business-succession, and asset-protection strategies; reviews existing plans; and works closely with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to provide integrated planning. The role also provides technical guidance on complex matters, contributes thought leadership, participates in educational and professional events, and manages ongoing planning relationships for approximately 50 affluent families.

Requirements

• Bachelor’s degree and at least 7 years of relevant industry experience and knowledge working with high-net-worth and ultra-high-net-worth individuals, including closely held business owners, in estate and trust planning, wealth management or financial services, federal transfer and/or income tax, business succession planning, or fiduciary practice.
• In lieu of a degree, a combined minimum of 11 years of higher education and/or work experience, including at least 7 years of relevant industry experience and knowledge in the listed areas.
• Experience advising high-net-worth and ultra-high-net-worth clients and families.
• Strong knowledge of estate planning, trust and fiduciary services, wealth-transfer strategies, taxation, and asset-protection planning.
• Ability to translate complex technical concepts into practical advice and actionable solutions.
• Strong project-management skills and a proven ability to follow through and execute client recommendations.
• Excellent written, verbal, and relationship-management skills.
• Collaborative mindset and interest in working as part of a nationally recognized team of planning professionals.

Nice To Haves

• JD (Juris Doctor), Master of Laws (LLM), or Master’s degree in Business Administration (MBA).
• Admission to any state Bar.
• Certified Public Accountant (CPA) with a focus in Federal Taxation or Estate Planning.
• At least 10 years of experience in wealth management and high-net-worth and ultra-high-net-worth planning, working with closely held business owners and families, and estate, trust, and tax planning.
• At least 5 years of successful externally focused business-development experience.
• Significant experience working with individuals and business owners with $20 million or more in net worth.
• Demonstrated technical and consultative selling skills in financial-planning disciplines and trust administration.

Responsibilities

• Advise ultra-high-net-worth families, business owners, and multigenerational households, often with $10 million to $50 million or more in net worth.
• Develop and implement estate, trust, tax, wealth-transfer, business-succession, and asset-protection strategies.
• Review existing estate-planning structures and identify opportunities to improve wealth preservation and transfer outcomes.
• Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning solutions.
• Serve as a subject matter expert on fiduciary, trust, estate, and wealth-transition matters.
• Research and provide technical guidance on complex planning issues.
• Author thought-leadership content and participate in client seminars, educational events, and professional-advisor programs.
• Manage ongoing planning relationships for approximately 50 affluent families.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior