Senior Client Advisor (UHNW Wealth Management)

Location: Wilmington, Delaware, United States of America

Salary: $153,700–$256,100 annual

Company

M&T Bank provides banking, wealth management, fiduciary, planning, investment, and family office 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 analysis, satisfaction, and retention.
• Coordinate execution of wealth plans with clients’ internal teams and external advisors.
• Identify opportunities to deepen relationships through investments, deposits, credit, planning, fiduciary, and family office solutions.
• Coordinate executive engagement, attend selected client events, and maintain a high-quality client experience.
• Support risk controls, audits, regulatory requirements, and Federal SAFE Act registration standards.

Requirements

• Bachelor’s degree and at least 7 years of relevant experience, or 11 years of combined higher education and work experience including 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.
• Ability to meet and maintain Federal SAFE Act registration requirements.

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.
• Experience mentoring or coaching Client Advisors.

Culture & Benefits

• Full-time employment with market-informed compensation.
• Work focused on a world-class service experience for ultra-high-net-worth clients.
• Commitment to belonging and alignment with the M&T Bank brand.
• Role includes adherence to internal controls, risk policies, audits, and regulatory standards.