Senior Wealth Strategist
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 needs. Clients may have approximately $10 million to $50 million or more in net worth. The position 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 identifies opportunities to improve wealth preservation and transfer outcomes. The role works collaboratively with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs, and provides technical guidance on fiduciary, trust, estate, and wealth-transition matters. It also includes maintaining planning relationships for approximately 50 affluent families, authoring thought leadership, and participating in educational events and professional advisor programs.
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; alternatively, 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 these 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 demonstrated ability to follow through and execute on client recommendations.
- Excellent written, verbal, and relationship-management skills.
- Collaborative mindset and desire to work 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 with estate, trust, and tax planning.
- At least 5 years of successful external-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 enhance 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.
- Conduct 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 a select group of approximately 50 affluent families.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
