Wealth Management Sr Associate, Family Wealth Division

Overview

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.

Key Responsibilities

• 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 #WT 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. Location: New York, New York, United States of America