Senior Estate Planner - Wealth Advisory Team

Neuberger Berman•New York, NY

About The Position

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. The role focuses on working with complex client relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and external experts to deliver tailored, comprehensive advice and will leverage technology to scale and organize advisory content. Strengthening client relationships, supporting wealth and investment strategy implementation, and expanding client connectivity are core responsibilities. A background in trust and estate planning is required.

Requirements

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

Nice To Haves

LL.M. in Taxation a plus.
Background in law and/or wealth management preferred

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