{"id":1454023,"url":"https://alion.io/job/wilmington-trust-senior-client-advisor","title":"Senior Client Advisor","company":{"id":1897408,"name":"Wilmington Trust","domain":"wilmingtontrust.com","url":"https://alion.io/company/wilmingtontrust","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":13,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":27,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Wilmington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":93000,"max_usd":196000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4086},"experience_years_min":11,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-03T00:00:00Z","employer_posted_date":"2026-08-03","last_verified_at":"2026-10-21T00:14:47Z","board_verified":true,"closed_at":null,"days_open":79,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":79},"description":"Overview:\nPartners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families that leverage the full breadth of the organization’s capabilities. Ensures proper delivery of Wilmington Trust’s UHNW client experience across relationships, customized to accommodate individual client preferences. Coaches and provides guidance to Client Advisors as needed.\nPrimary Responsibilities:\nPartner with Wealth Advisors to develop and execute strategic wealth plans for the prospecting and onboarding stages involving UHNW clients.\nServe in tandem with Wealth Advisors as joint primary contact to manage all aspects of the relationship in a manner focused on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets. \nMaintain Wilmington Trust’s service level standards across all client-to-client team interactions, consistent with a world-class experience.\nMaintain strong partnerships with clients’ internal team members and external advisors to drive coordinated execution of the wealth plan.\nMaintain a thorough understanding of Wilmington Trust’s products and solutions and how to utilize them to address client needs.\nFoster a deep level of customer intimacy via regular day-to-day interactions as well as attendance at specific events selected to optimize the client relationship. \nCoordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients.\nMay serve as mentor and coach to Client Advisors as needed.\nIdentify opportunities for deepening client relationships by proactively vetting the client’s book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc.\nParticipate in Wealth Advisor-led new client prospecting activities to support further growth of the organization’s ultra-high net worth client segment.\nUnderstand 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.\nPromote an environment that supports belonging and reflects the M&T Bank brand.\nMaintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.\nResponsible for meeting and maintaining registration requirements under the Federal SAFE Act.\n\nComplete other related duties as assigned.\nScope of Responsibilities:\nThis position serves as the core point of contact for UHNW clients defined as having over $50 mm in investible assets and comprising the top 5 - 10% of all client relationships within the business, with primary goals of retaining and expanding client relationships.\nSupervisory/Managerial Responsibilities:\nNot Applicable\nEducation and Experience Required:\nBachelor’s degree and a minimum of 7 years’ relevant experience, 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 experience\nDeep expertise in planning, investments, banking, and fiduciary\nPrior experience managing complex UHNW client relationships\nStrong communications skills\nStrong interpersonal skills\nStrong influencing skills\nEducation and Experience Preferred:\nMBA (Master’s degree in Business Administration)\nMinimum of 10 years’ relevant experience\nCertified Financial Planner (CFP®), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification\nPhysical Requirements:\nM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $153,700.00 - $256,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:\nWilmington, Delaware, United States of America","description_format":"text","description_chars":4340,"description_truncated":false,"requirements":{"experience_years_min":11,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-29T08:57:32Z"}],"visa":[],"liveness":{"score":11,"band":"cold","label":"Long shot","p_open":1,"p_active":0.38,"p_room":0.28,"age_days":79,"expected_fill_days":27,"reasons":["conf:5","stale_co","velocity","win:tail","crowd:"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/wilmington-trust-senior-client-advisor","json_url":"https://alion.io/job/wilmington-trust-senior-client-advisor.json","meta":{"generated_at":"2026-10-21T07:51:20Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11173,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1897408},"rest":"https://alion.io/mcp/rest/get_company?id=1897408"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwilmington-trust-senior-client-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwilmington-trust-senior-client-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwilmington-trust-senior-client-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wilmington-trust-senior-client-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwilmington-trust-senior-client-advisor"}]}