Wealth Planning Analyst

Overview

Supports Wealth Planning team with advanced wealth planning analyses for asset protections and sustainability and tailored to clients and prospects.

• Compile wealth planning information from clients, including tax forms, account statements and personal information;
• determine other required information that is needed.
• Work closely with Planning team to develop clear and concise presentations that effectively communicate complex solutions.
• Provide research support and quantitative analyses on technical matters related to wealth planning topics or client concerns.
• Maintain semi-direct client contact under guidance of more experienced personnel.
• Maintain an understanding of the general ramifications of current Federal tax law and review wealth planning reports for errors and talking points based on this knowledge.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
• Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Bachelor's degree and a minimum of 1 years’ work experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience

• Excellent verbal and written communication skills
• Strong interpersonal skills
• Strong proficiency with pertinent spreadsheet, word processing and presentation software
• Experience rapidly learning new software applications
• Strong research skills
• Strong analytical skills

• Minimum of 1 year’s relevant work experience
• Expert level proficiency with pertinent spreadsheet software modeling

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $36.48 - $60.80 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

New York, New York, United States of America

Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship.

We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

View M&T’s Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.