Senior Estate Planner - Wealth Advisory Team
Neuberger BermanNew York, New York, United States
Posted January 28, 2026
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
As a key member of one of NB Private Wealth’s largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving.
Requirements
- 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
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
