Six Figure Work

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Senior Wealth Strategist

M&T Bank

Company websitemtb.com (M&T Bank, opens in new tab)

Base salary $170,500  to $284,100

Employer-published annual base salary, USD. Advertised base range in Paramus, NJ

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  • LocationParamus, NJ
  • WorkplaceWorkplace not stated
  • Status at last checkSource accepting applications when checked
  • Last checked (10 min ago) · observed since

About this job

Senior Wealth Strategist

Location: This position may be based anywhere within the M&T Bank footprint, with responsibility for supporting clients and partners throughout the Metro New York City market. Hybrid work schedule with 4 days per week in the office.


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
  • 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

Source: M&T Bank on Workday · View original posting (opens in new tab)

This range next to 6 other live M&T Bank roles with the nearest advertised base floor
Chart as a table
This range next to 6 other live M&T Bank roles with the nearest advertised base floor
RolePublished base
Senior Wealth Strategist (this listing)$170,500 - $284,100
Senior Wealth Investment Advisor$170,500 - $284,100
Senior Wealth Advisor$170,500 - $284,100
Senior Wealth Advisor$170,500 - $284,100
Senior Wealth Strategist$170,500 - $284,100
Senior Wealth Investment Advisor$170,500 - $284,100
Distinguished Software Engineer$167,600 - $279,400

Same $100K to $400K scale as every card. All M&T Bank roles · How to read the bar

Observed changes

  1. First observed on the employer's board
  2. Began meeting the published-salary criteria
Observed since
Employer-stated posting date
2026-10-13
Where this pay comes from

Location as the employer wrote it: Paramus, NJ

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 combina

Method
Employer text, read with fixed rules and re-verified
Checked
Rule set
us-base-v2

The pay passage appears in the employer's own job text. Fixed, deterministic rules located it, and the passage below was checked against the stored copy of the posting.

What we verified

  • The pay figures come from the employer's own listing, quoted exactly above.
  • The pay is an annual base salary in US dollars with a minimum of at least $100,000.
  • The role was publicly listed on the employer's job board when last checked.

We do not verify what the employer will actually offer, whether the employer is still recruiting for the role, or anything beyond what the employer published. Full methodology.