Senior Wealth Strategist

Location: McLean, Virginia, United States of America; the position may be based within the M&T Bank footprint and requires a hybrid schedule with four days per week in the office. The role supports clients and partners throughout the Metro DC/Beltway market.

Salary: $153,700–$270,100 USD annually.

Company

M&T Bank, through Wilmington Trust, provides wealth management and fiduciary services to successful families, entrepreneurs, and business owners.

What you will do

• Advise ultra-high-net-worth families, business owners, and multigenerational households with complex wealth planning needs.
• Develop and implement estate, trust, tax, wealth transfer, business succession, and asset protection strategies.
• Review existing estate planning structures and identify opportunities to improve wealth preservation and transfer outcomes.
• Collaborate with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs on integrated planning solutions.
• Serve as a subject matter expert, conduct technical research, and provide guidance on fiduciary, trust, estate, and wealth transition matters.
• Manage planning relationships for approximately 50 affluent families and contribute to thought leadership, seminars, and professional advisor programs.

Requirements

• Bachelor’s degree and at least 7 years of relevant industry experience, or an equivalent combination of higher education and work experience.
• Experience advising high-net-worth and ultra-high-net-worth individuals, families, and closely held business owners.
• Strong knowledge of estate planning, trust and fiduciary services, wealth transfer, taxation, and asset protection.
• Ability to translate complex technical concepts into practical advice and actionable solutions.
• Strong project management, written communication, verbal communication, and relationship-management skills.
• Collaborative approach and ability to work with a nationally recognized team of planning professionals.

Nice to have

• JD, LLM, or MBA degree.
• Admission to a state Bar, CPA certification focused on Federal Taxation or Estate Planning, or significant fiduciary and trust administration experience.
• At least 10 years of wealth management and high-net-worth planning experience.
• At least 5 years of successful external-focused business development experience.
• Experience advising individuals and business owners with $20 million or more in net worth.

Culture & Benefits

• Collaborative work with wealth management, fiduciary, investment, legal, and tax professionals.
• Hybrid work arrangement with regular office presence.
• Market-informed and competitive compensation based on knowledge, skills, and experience.
• Opportunity to support complex multigenerational wealth planning and participate in educational and professional events.