Elite UHNW Wealth & Estate Strategist

M&T Bank Corporation; Paramus (NJ); Hybrid; USD 171,000 - 284,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Volunteer time off

Job summary

M&T Bank Corporation is seeking a Senior Wealth Strategist in Paramus, NJ. This role focuses on advising ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs.

Hybrid schedule requires four days in-office weekly, with collaboration across a national team of planning professionals. The ideal candidate will bring substantial experience in estate and trust planning, wealth management, and tax planning, plus strong relationship management and project

Qualifications

• 7+ years in estate and trust planning or related wealth management.
• Experience advising high-net-worth and ultra-high-net-worth clients or families.
• Strong knowledge of estate planning, trust and fiduciary services, wealth transfer strategies, taxation, and asset protection planning.

Responsibilities

• Advise ultra-high-net-worth families, business owners, and multigenerational households, often with $10MM to $50MM+ in net worth.
• Develop and implement sophisticated 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.

Skills

Estate planning

Wealth management

Tax planning

Client relationship mgmt

Project management

Education

JD or LLM

MBA

CPA — Federal Taxation/Estates

Job description

M&T Bank Corporation is seeking a Senior Wealth Strategist in Paramus, NJ. This role focuses on advising ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs.

Hybrid schedule requires four days in-office weekly, with collaboration across a national team of planning professionals. The ideal candidate will bring substantial experience in estate and trust planning, wealth management, and tax planning, plus strong relationship management and project