Wilmington Trust N.A.
Wilmington Trust is 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. The role involves developing sophisticated planning strategies, collaborating with wealth management specialists, and managing ongoing relationships with affluent families. This position requires a deep understanding of fiduciary, trust, and tax matters to deliver integrated planning solutions.
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
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