Wealth Planning Analyst - Client-Focused, Data-Driven

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

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.