M&T Bank Corporation

Wealth Management Sr Associate, Family Wealth Division

M&T Bank Corporation$104K — $174K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree with 2+ years of client-facing financial services experience or equivalent education and experience
  • Strong written, verbal, and interpersonal communication skills
  • Excellent organizational and analytical skills
  • Proficiency with Microsoft Office, especially PowerPoint, and modern AI productivity tools
  • Legal research or paralegal experience preferred
  • Trust or wealth management experience preferred
  • Juris Doctor (JD) strongly preferred

Responsibilities

  • Conduct in-depth legal research on trusts & estates, tax, and matrimonial/divorce law
  • Draft and assist with presentations, articles, and educational content for professional audiences
  • Review, interpret, and summarize estate planning and legal documents
  • Prepare legal case summaries and client-facing materials
  • Support Wealth Advisors in delivering solutions for complex client needs
  • Participate in client meetings and collaborate with internal partners
  • Support sales initiatives, special projects, and client events
  • Stay current on industry trends and regulatory considerations impacting wealth management

Benefits

  • Fostering an inclusive, client-first culture
  • Promoting collaboration and professional development opportunities
  • Engaging in enriching special projects and client events
  • Contributing to a supportive environment that reflects the company's brand
  • Upholding risk management and regulatory standards
Full Job Description
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

About M&T Bank Corporation

M&T Bank is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, operates banking offices in New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia, and the District of Columbia. Trust-related services are provided by M&T's Wilmington Trust-affiliated companies and by M&T Bank. M&T Bank traces its origins to the founding of Manufacturers and Traders Bank in Buffalo, New York. As a result of mergers, acquisitions, and name changes, M&T Bank Corporation's principal bank is now known as Manufacturers and Traders Trust Company or M&T Bank. M&T Bank reorganized under a bank holding company in 1969 called First Empire State Corporation. The name was changed in 1998 to M&T Bank Corporation, whose common stock is listed on the New York Stock Exchange and trades under the symbol "MTB."

M&T Bank Corporation Careers

Join the vibrant team at M&T Bank Corporation, a leading financial institution where innovation meets tradition, offering a plethora of job opportunities across various sectors. As one of the most respected banks in the nation, M&T Bank Corporation is the perfect place to jumpstart or advance your career in the financial services industry.

Work You’ll Do

At M&T Bank Corporation, you will be part of a culture that cherishes diversity, leadership, and professional growth. Engage in work that makes a real difference in the community while fostering your career development through comprehensive training programs and diverse learning opportunities.

Innovate and Lead

Embrace the chance to work on projects that integrate cutting-edge financial technologies with robust, traditional banking practices. M&T Bank Corporation is at the forefront of the financial industry, offering innovative solutions that redefine banking standards. Our leadership in the market is driven by a commitment to excellence and continuous improvement.

Career Growth and Opportunities

Whether you are looking for an entry-level position or a more senior role, M&T Bank Corporation provides a dynamic pathway for career advancement. With a variety of job opportunities ranging from internships to full-time positions, you can find the perfect match for your skills and ambitions. Our team is dedicated to helping you navigate your career path with tailored development plans and leadership training.

Join Our Team

Explore job opportunities and join a team that values hard work, creativity, and strategic thinking. M&T Bank Corporation is hiring professionals who are passionate about finance and eager to contribute to a team-oriented environment. Enhance your skills through hands-on experience and ongoing professional development.

Networking and Professional Development

At M&T Bank Corporation, networking and professional development are part of our DNA. Connect with industry leaders, participate in high-impact networking events, and take advantage of our mentorship programs. Our employees benefit from a supportive network that boosts their career trajectories and fosters meaningful professional relationships.

Benefits and Culture

Enjoy a comprehensive benefits package that supports both your professional and personal life. M&T Bank Corporation offers competitive salaries, health benefits, and retirement plans designed to ensure the well-being of our team members and their families. Experience a supportive and inclusive culture where every employee is valued and given the opportunity to thrive.

How to Apply

Ready to take the next step in your career? Visit the M&T Bank Corporation Careers page to browse current openings, submit your resume, and prepare for your interview. We are excited to see how your skills and ideas can contribute to our continued growth and success.

Stay Connected

Keep up to date with the latest from M&T Bank Corporation by following our careers blog. Gain insights from our experts and stay informed about new job openings and upcoming networking events. Join M&T Bank Corporation today and be part of a team that is dedicated to growth, innovation, and leadership in the banking industry. Your future starts here!
Learn more about M&T Bank Corporation
Size
17,115 employees
Market Cap
$25.2 billion
Industry
Net Income
$1.3 billion
Founded
1868
5 Year Trend
+0.2%
NASDAQ

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