UHNW Wealth Strategist & Estate Planning Lead
Listed on 2026-11-04
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Finance & Banking
Wealth Management
Wilmington Trust is seeking a seasoned Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer needs. You will work with Wealth Advisors, Trust Officers, CPAs, and attorneys to deliver integrated planning solutions and practical guidance.
The role offers collaboration with a national team and would manage planning relationships for about 50 affluent families, in a hybrid setup across the M&T Bank footprint.
This posting is for the UHNW Wealth Strategist & Estate Planning Lead role at Wilmington Trust, based in Greenwich, CT, United States.
Join Wilmington Trust and contribute to our ongoing work.
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We are looking to fill the UHNW Wealth Strategist & Estate Planning Lead position at Wilmington Trust in Greenwich, CT, United States.
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