Senior Estate Planner - Wealth Advisory Team

Neuberger Berman Group

New York, NY, United States
Production compensation only; not specified; compr...
On-site
Trust and estate planning
Tax strategy
High-net-worth clients
Advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving

Job Summary

  • Advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving.
  • Focus on working with complex client relationships and those with the highest growth potential, collaborating with internal and external experts.
  • Strengthen client relationships, support wealth and investment strategy implementation, and expand client connectivity.

Matching Summary

Advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving.

Salary

Production compensation only; Not specified; Comprehensive package of benefits

Skills & Requirements

Must-have

  • trust and estate planning
  • tax strategy
  • high-net-worth clients
  • client relationship management
  • wealth advisory

Nice-to-have

  • charitable giving
  • pre-liquidity events
  • technology leverage
  • client engagement metrics

Key Requirements

  • 7+ years' experience
  • J.D. required
  • Background in law/wealth management preferred
  • LL.M. in Taxation a plus

Work Rights

Not specified

Tailored Resume

Cover Letter