UHNW Estate & Wealth Strategy Advisor

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

Job summary

M&T Bank is seeking a Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This role supports clients across the Metro New York market with a hybrid schedule.

Ideal candidates are seasoned Trust & Estate attorneys or wealth planning professionals who partner with advisors and CPAs to deliver integrated planning solutions. The position involves managing ~50 families and translating complex concepts into practical advice.

Qualifications

• JD/LLM/MBA required.
• Bar admission required.
• CPA with focus in Federal Taxation or Estate Planning preferred.
• Minimum of 10 years wealth management and high net worth planning experience.
• Minimum of 5 years external business development experience.
• Significant experience with clients $20M+ net worth.
• Strong 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 $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

Taxation

Relationship management

Project management

Communication

Collaboration

Education

JD/LLM/MBA

Bar admission

CPA (Federal Taxation or Estate Planning)

Job description

M&T Bank is seeking a Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This role supports clients across the Metro New York market with a hybrid schedule.

Ideal candidates are seasoned Trust & Estate attorneys or wealth planning professionals who partner with advisors and CPAs to deliver integrated planning solutions. The position involves managing ~50 families and translating complex concepts into practical advice.