Wealth Management Senior 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