The Role
Advise ultra-high-net-worth families and business owners on estate, trust, tax, wealth transfer, succession, and asset protection strategies. Review planning structures, develop integrated recommendations, and collaborate with advisors, attorneys, CPAs, and trust officers. Serve as a fiduciary and wealth-planning subject matter expert, manage approximately 50 family relationships, conduct technical research, and contribute to thought leadership, seminars, and professional development programs.
Summary Generated by Built In
Senior Wealth StrategistLocation: Northern New Jersey, Long Island, NY, or the Baltimore/Washington DC Beltway market. This position follows a hybrid work schedule with 4 days per week in the office.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $170,500.00 - $284,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Paramus, New Jersey, United States of America
Overview:
At Wilmington Trust, we help some of the nation's most successful families, entrepreneurs, and business owners preserve, protect, and transfer wealth across generations. We are seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs.
This role is ideal for a Trust & Estate Attorney or seasoned wealth planning professional who enjoys solving sophisticated planning challenges and working alongside a collaborative team of wealth management specialists.
What You'll Do:
- Advise ultra-high-net-worth families, business owners, and multigenerational households, often with $10MM to $50MM+ in 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.
What We're Looking For:
- Bachelor’s degree and a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice
- Experience advising high-net-worth and ultra-high-net-worth clients and families.
- Strong knowledge of estate planning, trust and fiduciary services, wealth transfer strategies, taxation, and asset protection planning.
- Ability to translate complex technical concepts into practical advice and actionable solutions.
- Strong project management skills with a proven ability to follow through and execute on client recommendations.
- Excellent written, verbal, and relationship-management skills.
- Collaborative mindset and desire to work as part of a nationally recognized team of planning professionals.
Education and Experience Preferred:
- JD (Juris Doctor) or Master of Laws (LLM) degree or Master’s degree in Business Administration (MBA)
- Admission to any state Bar Association
- Certified Public Accountant (CPA) with focus in Federal Taxation or Estate Planning
- Minimum of 10 years’ experience in wealth management and high net worth and ultra-high net worth planning, working with closely -held business owners and families and estate, trust, and tax planning experience
- Minimum of 5 years successful external focused business development experience
- Significant experience working with individuals and business owners with $20mm or more in net worth
- Demonstrated technical and consultative selling skills in financial planning disciplines and trust administration
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $170,500.00 - $284,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Paramus, New Jersey, United States of America
Skills Required
- Bachelor's degree and at least 7 years of relevant industry experience working with high-net-worth and ultra-high-net-worth individuals in estate and trust planning, wealth management, financial services, taxation, business succession, or fiduciary practice
- In lieu of a degree, a combined minimum of 11 years of higher education and/or work experience, including at least 7 years of relevant industry experience
- Experience advising high-net-worth and ultra-high-net-worth clients and families
- Strong knowledge of estate planning, trust and fiduciary services, wealth transfer strategies, taxation, and asset protection planning
- Ability to translate complex technical concepts into practical advice and actionable solutions
- Strong project management skills and ability to execute client recommendations
- Excellent written, verbal, and relationship-management skills
- Collaborative mindset and ability to work with a team of planning professionals
- JD, LLM, or MBA degree
- Admission to any state Bar Association
- CPA certification with a focus on federal taxation or estate planning
- At least 10 years of experience in wealth management and high-net-worth planning
- At least 5 years of successful externally focused business development experience
- Significant experience working with individuals and business owners with $20 million or more in net worth
- Demonstrated technical and consultative selling skills in financial planning and trust administration
M&T Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.
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Retirement Support — Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
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Leave & Time Off Breadth — Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
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Wellbeing & Lifestyle Benefits — Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.
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The Company
What We Do
M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.
