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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth management strategies, estate and trust planning, and fiduciary issues while effectively collaborating with high-net-worth clients and their advisors. Proven ability to analyze complex financial situations and deliver tailored solutions, ensuring compliance with regulatory standards.
Highest-signal resume keywords
Wealth ManagementEstate PlanningFiduciary PracticeClient Relationship ManagementAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Estate PlanningTrust PlanningTax KnowledgeBusiness Succession PlanningWealth Management StrategiesFinancial ServicesRegulatory ComplianceAnalytical Problem SolvingConsultative SellingProject Management
Soft Skills
Excellent Communication SkillsLeadership SkillsDetail-OrientedInterpersonal SkillsProblem-Solving Skills
Certifications & Qualifications
JD (Juris Doctor)Master of Laws (LLM)Master’s Degree in Business Administration (MBA)Certified Public Accountant (CPA)
Industry Keywords
High-Net-Worth IndividualsUltra-High-Net-Worth IndividualsFiduciary IssuesFederal Transfer TaxIncome TaxTrust AdministrationBusiness OwnersCenters of InfluenceClient WorkshopsFinancial Planning Disciplines
About the role
Key responsibilities & impact- Deepen and broaden relationships with high-net-worth and ultra-high-net-worth clients and prospects
- Work with Private Client, Investment Advisors, planning specialists, and wealth and banking partners to identify, evaluate, implement, and administer wealth management strategies
- Serve as a subject matter expert for fiduciary issues and, at times, as the primary client or prospect contact
- Apply estate, trust, tax, philanthropic, family governance, multigenerational planning, investment, credit, and insurance knowledge to deliver advice and guidance
- Consult with clients, prospects, and their advisors on the development, implementation, and ongoing administration of wealth management plans
- Collaborate with Wealth Strategy Group and regional wealth and banking leadership on internal, local, regional, and national initiatives
- Maintain and expand networks of attorneys, accountants, and other centers of influence to drive new opportunities
- Develop and lead client, prospect, and internal bank workshops and seminars
- Author articles on relevant wealth management and fiduciary topics
- Analyze complex and undefined client and prospect situations and develop appropriate solutions
- Adhere to risk, regulatory, and internal control standards; identify issues requiring escalation
- Support an environment that reflects the M&T Bank brand and promotes belonging
- Complete other related duties as assigned
Requirements
What you’ll need- Bachelor’s degree and a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice
- Excellent verbal and written communication skills
- Demonstrated leadership skills
- Demonstrated problem-solving skills
- Exceptional analytical skills
- Excellent research skills in areas such as estate planning, trust and fiduciary issues tax, Federal and state income and transfer taxes and law
- Detail-oriented
- Strong interpersonal skills
- Experienced driving a client/prospect matter, or project, from inception to completion
- Availability to travel including frequent overnight stays
- Preferred: JD (Juris Doctor) or Master of Laws (LLM) degree or Master’s degree in Business Administration (MBA)
- Preferred: Admission to any state Bar Association
- Preferred: Certified Public Accountant (CPA) with focus in Federal Taxation or Estate Planning
- Preferred: Minimum of 10 years’ experience in wealth management and high net worth and ultra-high net worth planning, working with closely-held business owners and families and estate, trust, and tax planning experience
- Preferred: Minimum of 5 years successful external focused business development experience
- Preferred: Significant experience working with individuals and business owners with $20mm or more in net worth
- Preferred: Demonstrated technical and consultative selling skills in financial planning disciplines and trust administration