Wealth Management Sr Associate, Family Wealth Division
M&T Bank•New York, NY
•Onsite
About The Position
Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division, which serves the unique needs of Wilmington Trust’s largest and most complicated High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. The candidate will provide advanced legal research, estate plan analysis, and strategic wealth planning support. This role works closely with senior wealth leadership and advisors to deliver thoughtful, customized, and client-focused solutions across trusts and estates, tax, and family law–related matters.
Requirements
- Bachelor’s degree with 2+ years of financial services client-facing experience (or equivalent combination of education and experience)
- Strong written, verbal, and interpersonal communication skills
- Excellent organizational and analytical skills
- Proficiency with Microsoft Office (PowerPoint emphasis) and modern AI productivity tools
Nice To Haves
- Legal research or paralegal experience
- Trust or wealth management experience
- Ability to work independently and collaboratively
- JD (Juris Doctor) strongly preferred
Responsibilities
- Conduct in-depth legal research related to trusts & estates, tax, and matrimonial/divorce law
- Draft and assist with presentations, articles, and other educational content for delivery to top professional audiences
- Review, interpret, and summarize estate planning and legal documents
- Prepare legal case summaries, research analyses, and client-facing materials
- Support Wealth Advisors in developing and delivering solutions for complex client needs
- Participate in client meetings and collaborate with internal partners to enhance client relationships
- Support sales initiatives, special projects, and client events
- Stay current on industry trends and regulatory considerations impacting wealth management
- Uphold risk management and regulatory standards while promoting an inclusive, client-first culture
- Promote an environment that supports belonging and reflects the M&T Bank/ Wilmington Trust brand.
Benefits
- Competitive and market-informed pay
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What This Job Offers
Job Type
Full-time
Career Level
Senior
