Wilmington Trust
Wealth Management Sr Associate, Family Wealth Division
New York, NY · Senior
Sponsorship not specified$105k-$175kDetected 5 days ago
ResearchLeadershipCommunicationPublic SpeakingMicrosoft Office
About the role
- 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.
Responsibilities
- Review, interpret, and summarize estate planning and legal documents
- 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
- Promote an environment that supports belonging and reflects the M&T Bank/ Wilmington Trust brand.
Requirements
- Proficiency with Microsoft Office (PowerPoint emphasis) and modern AI productivity tools
Compensation
- The pay range for this position is $104,700.00 - $174,500.00 Annual (USD).
Benefits
- Draft and assist with presentations, articles, and other educational content for delivery to top professional audiences
- Bachelor's degree with 2+ years of financial services client-facing experience (or equivalent combination of education and experience)
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This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.