Wealth Planning Analyst

Wilmington Trust; New York (NY); On-site; USD 50,000 - 84,000; Full time

Job summary

M&T Bank in New York, NY, seeks a Wealth Planning Analyst to support advanced wealth planning analyses and client-facing presentations. You will compile information from clients, conduct quantitative analyses, and work with the Planning team to communicate complex solutions.

The role requires a Bachelor's degree or equivalent experience, strong communication and analytical skills, and the ability to learn new software quickly. This is an on-site position based in New York.

Qualifications

• Bachelor's degree or equivalent work experience.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and ability to work with clients.
• Proficient with spreadsheet, word processing and presentation software.
• Experience rapidly learning new software applications.
• Strong research and analytical abilities.

Responsibilities

• Compile wealth planning information from clients, including tax forms and statements.
• Collaborate with Planning team to develop clear client-ready presentations.
• Provide research support and quantitative analyses on wealth planning topics.
• Maintain semi-direct client contact under supervision.
• Understand federal tax law implications and review reports for errors.
• Adhere to risk and regulatory standards and escalate issues as needed.
• Promote an environment aligned with M&T Bank brand and controls.
• Carry out related duties as assigned.

Skills

Verbal communication

Written communication

Interpersonal skills

MS Excel

PowerPoint

Research skills

Analytical skills

Learning new software

Education

Bachelor's degree

Experience 1+ year

Tools

Spreadsheet software (Excel)

Word processing software

Presentation software

Job description

Overview

Supports Wealth Planning team with advanced wealth planning analyses for asset protections and sustainability and tailored to clients and prospects.

Primary Responsibilities

• Compile wealth planning information from clients, including tax forms, account statements and personal information; determine other required information that is needed.
• Work closely with Planning team to develop clear and concise presentations that effectively communicate complex solutions.
• Provide research support and quantitative analyses on technical matters related to wealth planning topics or client concerns.
• Maintain semi-direct client contact under guidance of more experienced personnel.
• Maintain an understanding of the general ramifications of current Federal tax law and review wealth planning reports for errors and talking points based on this knowledge.
• Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Education and Experience Required

Bachelor's degree and a minimum of 1 years' work experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience

Excellent verbal and written communication skills

Strong interpersonal skills

Strong proficiency with pertinent spreadsheet, word processing and presentation software

Experience rapidly learning new software applications

Strong research skills

Strong analytical skills

Education And Experience Preferred

Minimum of 1 year's relevant work experience

Expert level proficiency with pertinent spreadsheet software modeling

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $36.48 - $60.80 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

New York, New York, United States of America