Senior Wealth Planner
Neuberger BermanNew York, New York, United States
Posted December 5, 2025
150000 - 250000 USD
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
The Senior Wealth Planner will be responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm, working in conjunction with the firm's wealth advisors and portfolio managers.
Requirements
- Constructing and formulating client wealth planning analyses
- Leading wealth planning discussions and presenting wealth planning recommendations
- Supporting advisor teams and portfolio managers
- Conducting eMoney training sessions
- Participating on NB's wealth planning committee
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
