Wilmington Trust N.A.
Wilmington Trust is seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families, helping them preserve, protect, and transfer wealth across generations. The role involves developing sophisticated estate, trust, tax, and wealth transfer strategies while collaborating with a team of wealth management specialists. This position requires a professional with deep expertise in complex planning challenges and a strong background in serving affluent clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wilmington Trust N.A..
65% above the average for this role
Senior Wealth Strategist
M&T Bank
Senior Wealth Strategist
M&T Bank
Senior Wealth Strategist
M&T Bank
Senior Wealth Preservation Counsel
percytowers.com
Private Client & Wealth Management | Trusts & Estates Associate Attorney
SPG Therapy
Private Client & Wealth Management | Trusts & Estates Associate Attorney
KV