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
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.
WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy.
INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation.
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. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.
