UHNW Wealth Strategist & Estate Planning Lead

Wilmington Trust; Greenwich (CT); Hybrid; USD 154,000 - 284,000; Full time

Job summary

Wilmington Trust is seeking a seasoned Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer needs. You will work with Wealth Advisors, Trust Officers, CPAs, and attorneys to deliver integrated planning solutions and practical guidance.

The role offers collaboration with a national team and would manage planning relationships for about 50 affluent families, in a hybrid setup across the M&T Bank footprint.

Qualifications

• 7+ years of experience with high-net-worth and ultra-high-net-worth individuals.
• Experience advising high-net-worth clients and families.
• Strong knowledge of estate planning, trusts, fiduciary services, wealth transfer, taxation, and asset protection planning.
• Ability to translate complex technical concepts into practical advice and actionable solutions.
• Excellent written, verbal, and relationship-management skills.
• Collaborative mindset and ability to work with a national team of planning professionals.

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

High net worth wealth planning

Estate and trust planning

Taxation expertise

Client advisory skills

Project management

Education

JD or LLM preferred

Bar admission

CPA in tax or estate planning

10+ years wealth mgmt experience

Job description

Wilmington Trust is seeking a seasoned Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer needs. You will work with Wealth Advisors, Trust Officers, CPAs, and attorneys to deliver integrated planning solutions and practical guidance.

The role offers collaboration with a national team and would manage planning relationships for about 50 affluent families, in a hybrid setup across the M&T Bank footprint.