UHNW Wealth Strategy Lead

M&T Bank; Paramus (NJ); Hybrid; USD 171,000 - 284,000; Full time

Job summary

M&T Bank seeks an experienced Wealth Strategist to work with ultra-high-net-worth families on estate, trust, tax, and wealth transfer planning. The role blends advisory leadership with collaboration across wealth management specialists, serving a select client base of high-net-worth families.

The position is based in Paramus, NJ with a hybrid schedule (4 days in office). Candidates should have 7+ years in estate/trust planning and related fields, plus JD/LLM or MBA and Bar CPA qualifications as

Qualifications

• Bachelor-level degree with 7+ years experience with high net worth individuals in estate and/or trust planning or related fiduciary practice
• Strong knowledge of estate planning, trust and fiduciary services, wealth transfer strategies, taxation, and asset protection
• Ability to translate complex concepts into practical advice and actionable solutions
• Strong project management and client relationship skills, with collaborative mindset

Responsibilities

• Advise ultra-high-net-worth families and business owners on estate, trust, tax, and wealth transfer strategies.
• Develop and implement sophisticated planning solutions for complex wealth scenarios.
• Review and optimize existing estate planning structures for preservation and transfer objectives.
• Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning.
• Serve as an expert on fiduciary, trust, estate, and wealth transition matters.

Skills

Estate planning

Wealth management

Project management

Communication

Relationship management

Education

JD/LLM

MBA

Bar admission

CPA (Federal Taxation/Estate Planning)

Job description

M&T Bank seeks an experienced Wealth Strategist to work with ultra-high-net-worth families on estate, trust, tax, and wealth transfer planning. The role blends advisory leadership with collaboration across wealth management specialists, serving a select client base of high-net-worth families.

The position is based in Paramus, NJ with a hybrid schedule (4 days in office). Candidates should have 7+ years in estate/trust planning and related fields, plus JD/LLM or MBA and Bar CPA qualifications as