UHNW Wealth & Estate Strategist

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

Job summary

Wilmington Trust, part of the M&T Bank footprint, seeks a Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. The role supports a collaborative team of wealth management specialists and caters to families with sophisticated planning requirements.

The position involves advising families, developing strategies, and managing relationships with approximately 50 affluent clients, with a hybrid work model (4 days in office).

Qualifications

• Bachelor’s degree with 7+ years’ experience in estate and trust planning, wealth management, or fiduciary practice.
• Experience advising high-net-worth and ultra-high-net-worth families.
• Strong knowledge of estate planning, trust and fiduciary services, taxation and asset protection.
• Ability to translate complex concepts into actionable advice.
• Strong project management and relationship-management skills.

Responsibilities

• Advise ultra-high-net-worth families and business owners on estate and wealth transfer planning.
• Develop and implement sophisticated estate, trust, and tax strategies.
• Review and optimize existing estate planning structures.
• Collaborate with Wealth Advisors, Trust Officers, CPAs, and attorneys to deliver solutions.
• Serve as subject matter expert on fiduciary and wealth transition matters.
• Conduct research and provide guidance on complex planning issues.
• Author thought leadership content and participate in client seminars.
• Manage ongoing planning relationships for a select group of affluent families.

Skills

Estate planning

Trust & fiduciary services

Wealth transfer strategies

Tax planning

Client relationship management

Project management

Education

Juris Doctor or LLM or MBA

Bar admission

CPA with focus in Federal Taxation or Estate Planning

10+ years wealth management experience

Job description

Wilmington Trust, part of the M&T Bank footprint, seeks a Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. The role supports a collaborative team of wealth management specialists and caters to families with sophisticated planning requirements.

The position involves advising families, developing strategies, and managing relationships with approximately 50 affluent clients, with a hybrid work model (4 days in office).