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Wealth Management Sr Associate, Family Wealth Division

Company

M&T Bank

Location

New York, United States

Type

Full-time

**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...

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