Senior Client Advisor

Location: Wilmington, Delaware, United States of America

Salary: $153,700–$256,100 annually (USD)

Company

M&T Bank provides banking and wealth management services through Wilmington Trust.

What you will do

• Partner with Wealth Advisors to develop and execute strategic wealth plans for ultra-high-net-worth clients during prospecting and onboarding.
• Serve as a primary relationship contact for clients with more than $50 million in investible assets, managing ongoing needs and retention.
• Coordinate execution of customized wealth plans with internal teams, external advisors, and executive stakeholders.
• Apply Wilmington Trust products and solutions across investments, credit, planning, fiduciary, family office services, deposits, and asset management.
• Identify opportunities to deepen client relationships and consolidate additional liquidity with Wilmington Trust.
• Support prospecting activities, risk management, regulatory compliance, and internal control standards.

Requirements

• Bachelor’s degree and at least 7 years of relevant experience, or 11 years of combined higher education and work experience including at least 7 years of relevant experience.
• Deep expertise in planning, investments, banking, and fiduciary services.
• Experience managing complex ultra-high-net-worth client relationships.
• Strong communication, interpersonal, and influencing skills.
• Registration requirements under the Federal SAFE Act must be met and maintained.

Nice to have

• MBA or another master’s degree in business administration.
• At least 10 years of relevant experience.
• CFP, CTFA, CPA, and/or CFA certification.

Culture & Benefits

• Commitment to fair, competitive, and market-informed compensation.
• Work supports belonging and reflects the M&T Bank brand.
• Role includes mentoring and coaching Client Advisors as needed.