Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior UHNW Estate & Wealth Strategist

M&T Bank

M&T Bank is seeking a Senior Wealth Strategist to serve ultra-high-net-worth families and business owners with complex estate, trust, tax, and wealth transfer planning. The role supports clients across the Metro New York City market and offers a hybrid schedule with four days per week in the office.

You will work with a collaborative team of wealth management professionals to deliver integrated planning solutions, translate complex concepts into actionable advice, and manage planning

#J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Estate & Wealth Strategist in Greenwich, CT vacancy
  • $153.7k - $284.1k

     ...entrepreneurs, and business owners preserve, protect, and transfer wealth across generations. We are seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This... 
    Senior
    Work experience placement
    Work at office

    Wilmington Trust

    Greenwich, CT
    3 days ago
  •  ...Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement: Hybrid – approximately 3 days per week in office...  ...families and Family Offices whose tax affairs span personal wealth, trusts, investments, partnerships, closely held... 
    Senior
    Full time
    Private practice
    Work at office
    3 days per week

    Insite US

    Stamford, CT
    5 days ago
  •  ...Troutman Pepper Locke LLP seeks a Senior Pricing Analyst to conduct complex data analyses and develop pricing structures across practice areas, partnering with attorneys and Practice Group Leaders. You will provide strategic insights to support pricing decisions and project... 
    Senior
    Remote work

    Troutman Pepper Locke LLP

    Stamford, CT
    4 days ago
  •  ...PINNACLE GROUP (Pinnacle Technical Resources) is seeking an Editorial and Narrative Strategist in Stamford, CT for a hybrid role supporting Corporate Affairs. The assignment spans up to 40 hours per week, with an initial three-month term and potential extension based... 
    Senior

    Pinnacle Group

    Stamford, CT
    3 days ago
  •  ...Mastercard is seeking an experienced Senior Talent Acquisition Specialist to join our Global Talent Acquisition team, focusing on product recruitment across North America. You will partner with business leaders to translate workforce needs into talent strategies and build... 
    Senior

    MasterCard

    Purchase, NY
    4 days ago
  • Morgan Stanley in Purchase, NY seeks a Portfolio Manager for the OCIO group to build and manage client portfolios, oversee asset allocation and manager selection, and develop liability-driven investing strategies. 5+ years in servicing institutional accounts is required...
    Senior

    Morgan Stanley

    Purchase, NY
    4 days ago
  • $128k - $252.5k

     ...transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability...  ...before investing at scale. As an Edge Strategist, you’ll combine business strategy, AI...  ...From entry-level employees to senior leaders, we believe there’s always room... 
    Senior
    Work at office
    Local area
    Visa sponsorship
    Night shift

    Deloitte

    Stamford, CT
    1 day ago
  •  ...Estate Planning Strategist, Vice PresidentTo work with senior estate planning strategists and teams of investment professionals to provide to clients and prospective clients objective information and analyses focusing on estate, gift and income tax planning.More specifically... 
    Temporary work

    Morgan Stanley

    Purchase, NY
    4 days ago
  • $150k - $200k

     ...seeking a highly skilled, team-oriented Mid-level to Senior Associate Attorney to join our Private Wealth practice. This role is ideal for a mid- to senior-...  ...in high-net-worth (HNW) and ultra-high-net-worth (UHNW) estate planning, wealth preservation, and complex tax... 
    Senior
    Full time
    Private practice
    Monday to Friday

    People Placers Staffing

    Greenwich, CT
    5 days ago
  • $175k - $250k

     ...Why This Is a Great Opportunity Join a growing Tax, Trusts & Estates practice with a strong flow of sophisticated client work across...  ..., and business owners on meaningful estate, trust, tax, and wealth planning matters. Work within a collaborative, full-service... 
    Senior
    Work at office

    Orion Placement

    Greenwich, CT
    1 day ago
  •  ...Aon in Norwalk, CT is seeking a Producer, Senior Vice President who will build new relationships, develop strategic plans and present a range of risk solutions to meet client needs. You will broaden your consultative reach by engaging prospects, use data and analytics... 
    Senior
    Work at office

    Aon

    Norwalk, CT
    1 day ago
  •  ...Bask & Lather is seeking a strategic Senior Manager of Procurement to lead end-to-end sourcing, supplier ecosystems, and commercialization for hair care. You will own raw materials, packaging categories, and drive margin expansion while partnering with R&D, Marketing,... 
    Senior
    Contract work
    Remote work

    Bask & Lather

    Yonkers, NY
    2 days ago
  • Morgan Stanley is seeking a Group Director in Connecticut to lead the client service model for Financial Advisor teams. You will shape team roles, oversee daily operations, and coordinate with partners to optimize business practices and client outcomes. You will guide ...
    Senior

    Morgan Stanley

    Stamford, CT
    3 days ago
  •  ...Citi in Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients. The analyst will identify client... 
    Senior

    Citi

    Yorktown Heights, NY
    5 days ago
  •  ...The Director of Portfolio Management at Union Savings Bank - CT is a senior leadership role within the wealth management team. You will shape the department's investment philosophy, oversee asset allocation and equity strategies, and provide market-driven investment recommendations... 
    Senior

    Union Savings Bank

    Darien, CT
    5 days ago
  •  ...AIQIP is seeking a Senior ServiceNow Techno-Functional Consultant in Tarrytown, NY on a hybrid schedule. The role combines technical leadership with strategic consulting to deliver scalable, best-practice ServiceNow solutions, owning engagements from discovery through... 
    Senior

    AIQIP

    Tarrytown, NY
    3 days ago
  • Swiss Re seeks a Claims Expert for APH Re to oversee the claims portfolio, developing strategies and guiding resolutions within the US Reinsurance Claims team across Armonk, Schaumburg, and Chicago. The role focuses on coverage analysis, liability assessment, and client...
    Senior

    Swiss Re

    Armonk, NY
    2 days ago
  • $110.7k - $218.3k

    Position Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment... 
    Senior
    Work at office
    Night shift

    Deloitte

    Stamford, CT
    4 days ago
  • $110k - $188.75k

     ...delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Senior Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective... 
    Senior
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Stamford, CT
    3 days ago
  • $116.2k - $229.1k

     ...design, and modern marketing operations. Our team brings together strategists, operators, creatives, data specialists, and technologists to...  ...for this role ends on January 29, 2027 Work you’ll do As a Senior Consultant in Strategy, Growth, and Transformation, you will lead... 
    Senior
    Local area

    Deloitte

    Stamford, CT
    1 day ago
  • $110.7k - $218.3k

    Position Summary Deloitte Digital is seeking a Marketing Strategy Senior Consultant to help clients turn business objectives into customer-focused marketing strategies and the functional requirements that bring them to life. This is a strategy-to-delivery role,... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Stamford, CT
    2 days ago
  • Swiss Re is seeking a Senior Property Treaty Underwriter in the United States to lead underwriting, costing, and portfolio development for US-based global property treaty business with top clients. This role requires collaboration with brokers, actuaries, contract experts... 
    Senior
    Contract work

    Swiss Re

    Armonk, NY
    3 days ago
  • $150k - $200k

     ...Bring your expertise to a new asset class: as a Senior Investment Advisor at Masterworks, youll advise high-net-worth investors on incorporating...  ...growing RIA with a team of advisors primarily from traditional wealth management backgrounds. Senior Advisors are expected to lead by... 
    Senior

    Masterworks

    White Plains, NY
    4 days ago
  • $128k - $252.5k

     ...Recruiting for this role ends on January 30, 2027 Work you'll do As a Senior Consultant, Strategy, Growth, and Transformation on the...  ...and shape client agendas. Our team includes business strategists, operations experts, designers, and technologists focused on customer... 
    Senior
    Local area

    Deloitte

    Stamford, CT
    3 days ago
  • Job Description Job Description Who We Are Reach Social, a Chief Media company, is an official TikTok Shop Partner. We’ve launched 50+ brands on TikTok Shop and driven $30M+ in GMV for 7–9 figure household brands. Our ambition is to become the most sought-after social...
    Full time
    Work at office

    AMZ Advisers

    Stamford, CT
    8 days ago
  • $105.4k - $207.8k

    Position Summary Cyber Security & Risk Strategy Senior Consultant Our Deloitte Cyber team understands the unique challenges and opportunities businesses face in cybersecurity. Join our team to deliver powerful solutions to help our clients navigate the ever-changing... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Stamford, CT
    2 days ago
  • $100k - $115k

     ...DLC is seeking a Supervising Senior Property Accountant to oversee accounting, financial reporting, and analysis for a portfolio of properties. You will collaborate with Accounting, Asset Management, and JV partners to ensure accurate financials and compliance. Lead... 
    Senior

    Financeroles

    Elmsford, NY
    5 days ago
  • $150k - $200k

    WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market...
    Casual work
    Flexible hours

    WorldQuant

    Greenwich, CT
    4 days ago
  • $77k - $214k

     ...Senior Associate, Financial Services Tax Practice A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business... 
    Senior
    H1b
    Local area
    Overseas

    PwC (US)

    Stamford, CT
    1 day ago
  •  ...The ASPCA is seeking a Senior Manager, Trusts & Estates, to oversee bequest administration, lead a three-person team, and collaborate with attorneys and fiduciaries to advance lifesaving mission. This hybrid role offers NY proximity with remote work up to four days a... 
    Senior
    Remote work

    Aspcapro

    Pelham, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior UHNW Estate & Wealth Strategist. Be the first to apply!