Neuberger Berman · 2 weeks ago
Senior Estate Planner - Wealth Advisory Team
New York, NY
Full-time
Onsite
Senior Level
7+ years expNeuberger Berman is a prominent firm in private wealth management, and they are seeking a Senior Estate Planner to advise high-net-worth clients on trust and estate planning, tax strategy, and charitable giving. The role involves collaborating with both internal and external experts to provide comprehensive advice while focusing on strengthening client relationships and supporting wealth strategy implementation.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Advise clients on trust and estate planning, tax strategy, pre-liquidity planning, and philanthropy in partnership with portfolio managers and the wealth planning team
Assist in the delivery of holistic wealth strategy services to help clients achieve financial goals and enhance their experience
Focus on deepening and retaining the largest, most complex client relationships, while also supporting business development through referrals and networking
Collaborate with the portfolio management team and others to ensure integrated, client-focused communication and participate in client events to deepen relationships
Track and report on key metrics including client retention, net asset flows, diversification, and client engagement
Qualification
Required
7+ years' experience in trust and estate planning, tax strategy, or related fields
J.D. required; LL.M. in Taxation a plus. Background in law and/or wealth management preferred
Proven ability to manage complex, high-net-worth relationships with a focus on trust and estate planning
Exceptional communication and interpersonal skills; experience leading client meetings and events
Demonstrated expertise in providing direct trust, estate, and philanthropic advisory
Strong analytical skills and a metrics-driven approach to client retention and business growth
Collaborative team player comfortable working with portfolio managers and specialists
Ability to build multi-generational relationships and facilitate asset transitions
Commitment to integrity, confidentiality, and professionalism
Benefits
Paid time off
Medical/dental/vision insurance
401(k)
Life insurance
Other benefits to eligible employees
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
H1B Sponsorship
Neuberger Berman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (36)
2023 (27)
2022 (26)
2021 (24)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
Recent News
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