Senior UHNW Wealth Architect & Advisor

M&T Bank; Washington (District of Columbia); Hybrid; USD 154,000 - 270,000; Full time

Job summary

M&T Bank seeks an experienced Senior Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. You will act as a trusted advisor in a collaborative, cross-disciplinary team environment, addressing sophisticated planning challenges and delivering integrated solutions.

The role requires translating technical concepts into practical guidance, managing ongoing planning relationships for about 50 families, and contributing to thought

Qualifications

• JD/LLM or MBA degree.
• Bar admission required.
• CPA with focus in Federal Taxation or Estate Planning.
• Minimum 10 years wealth management and high net worth planning experience.
• Minimum 5 years external focused business development experience.
• Experience working with individuals/business owners with $20M+ net worth.

Responsibilities

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

Project management

Communication

Relationship management

Collaborative mindset

translate complex concepts

Client advisory

Education

JD/LLM/MBA

Bar admission

CPA (Federal Taxation or Estate Planning)

10+ years wealth planning experience

5+ years external business development

Experience with $20M+ net worth clients

Job description

M&T Bank seeks an experienced Senior Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. You will act as a trusted advisor in a collaborative, cross-disciplinary team environment, addressing sophisticated planning challenges and delivering integrated solutions.

The role requires translating technical concepts into practical guidance, managing ongoing planning relationships for about 50 families, and contributing to thought