Senior Wealth Strategist

M&T Bank; Bridgeport (CT); Hybrid; USD 154,000 - 284,000; Full time

Job summary

M&T Bank is seeking an experienced Senior Wealth Strategist to advise ultra-high-net-worth families on complex estate, trust, tax and wealth transfer planning. The role supports clients and partners across the Metro New York City market in a hybrid setup with four days in the office.

Ideal candidates are seasoned wealth planning professionals or trust & estate attorneys who can translate sophisticated planning challenges into practical solutions within a collaborative team of wealth management

Qualifications

• Minimum of 7 years’ experience in estate and trust planning or wealth management.
• Experience with high net worth and ultra-high net worth clients.
• Strong knowledge of estate planning and fiduciary services.
• Ability to translate complex concepts into practical advice.
• Strong project management and client advisory skills.

Responsibilities

• Advise ultra-high-net-worth families and business owners on estate, trust, tax and wealth transfer strategies.
• Develop and implement sophisticated planning strategies for wealth preservation and transfer.
• Review existing estate planning structures and identify optimization opportunities.
• Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated solutions.
• Serve as 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 and advisor programs.
• Manage ongoing planning relationships for a select group of approximately 50 affluent families.

Skills

Estate planning

Wealth management

Taxation knowledge

Project management

Relationship management

Communication skills

Collaboration

Financial services

Education

JD/LLM or MBA

Bar admission

CPA (Federal Taxation)

Job description

Senior Wealth Strategist

Location: This position may be based anywhere within the M&T Bank footprint, with responsibility for supporting clients and partners throughout the Metro New York City market. Hybrid work schedule with 4 days per week in the office.

Overview:

At Wilmington Trust, we help some of the nation’s most successful families, entrepreneurs, and business owners preserve, protect, and transfer wealth across generations. We are seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs.

This role is ideal for a Trust & Estate Attorney or seasoned wealth planning professional who enjoys solving sophisticated planning challenges and working alongside a collaborative team of wealth management specialists.

What You’ll Do:

• 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.

What We’re Looking For:

• Bachelor’s degree and a minimum of 7 years’ 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/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ 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/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice
• 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 with a proven 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.

Education and Experience Preferred:

• JD (Juris Doctor) or Master of Laws (LLM) degree or Master’s degree in Business Administration (MBA)
• Admission to any state Bar
• Certified Public Accountant (CPA) with focus in Federal Taxation or Estate Planning
• Minimum of 10 years’ 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 experience
• Minimum of 5 years successful external focused business development experience
• Significant experience working with individuals and business owners with $20mm or more in net worth
• Demonstrated technical and consultative selling skills in financial planning disciplines and trust administration

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $153,700.00 - $284,100.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Bridgeport, Connecticut, United States of America