Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division, which serves the unique needs of Wilmington Trust’s largest and most complicated High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. The candidate will provide advanced legal research, estate plan analysis, and strategic wealth planning support This role works closely with senior wealth leadership and advisors to deliver thoughtful, customized, and client-focused solutions across trusts and estates, tax, and family law–related matters.
Conduct in-depth legal research related to trusts & estates, tax, and matrimonial/divorce law
Draft and assist with presentations, articles, and other educational content for delivery to top professional audiences
Review, interpret, and summarize estate planning and legal documents
Prepare legal case summaries, research analyses, and client-facing materials
Support Wealth Advisors in developing and delivering solutions for complex client needs
Participate in client meetings and collaborate with internal partners to enhance client relationships
Support sales initiatives, special projects, and client events
Stay current on industry trends and regulatory considerations impacting wealth management
Uphold risk management and regulatory standards while promoting an inclusive, client-first culture
Promote an environment that supports belonging and reflects the M&T Bank/ Wilmington Trust brand.
Required
Bachelor’s degree with 2+ years of financial services client-facing experience (or equivalent combination of education and experience)
Strong written, verbal, and interpersonal communication skills
Excellent organizational and analytical skills
Proficiency with Microsoft Office (PowerPoint emphasis) and modern AI productivity tools
Preferred
Legal research or paralegal experience
Trust or wealth management experience
Ability to work independently and collaboratively
JD (Juris Doctor) strongly preferred
#LI-LA1
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $104,700.00 - $174,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
New York, New York, United States of America
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.
As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.
M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
