Senior Estate Planner - Wealth Advisory Team
Neuberger BermanNew York, New York, United States
Posted October 31, 2025
Full Time
About the Company
Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with over 2,800 employees in 26 countries. The firm manages $538 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm has been named by Pensions & Investments as the #1 or #2 Best Place to Work in Money Management for each of the last eleven years (firms with more than 1,000 employees). Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of June 30, 2025.
Job Description
Neuberger Berman is seeking a Senior Estate Planner to advise high-net-worth clients on trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role requires collaboration with internal and external experts and leveraging technology to scale advisory content. The ideal candidate will have a background in trust and estate planning and strong communication skills.
Requirements
- 7+ years’ experience in trust and estate planning, tax strategy, or related fields
- JD required; LL.M. in Taxation a plus
- Background in law and/or wealth management preferred
- Proven ability to manage complex, high-net-worth relationships
- Exceptional communication and interpersonal skills
Benefits
- Paid time off
- Medical/dental/vision insurance
- 401(k)
- Life insurance
