Wealth Planning Associate/Assistant Vice President

Neuberger Berman•New York, NY

1d•$80,000 - $120,000

About The Position

Position Overview: We are seeking a Wealth Planning Associate or Assistant Vice President to support sophisticated client work at the intersection of estate planning, philanthropy, and family governance. This role is both analytical and client-facing: you will build comprehensive estate planning analyses using Luminary, translate complex findings into clear summaries and presentations, and help deliver those insights in client meetings. You will also research philanthropic strategies aligned with client priorities, contribute to rising-generation engagement, and strengthen advisor capabilities through training materials, thought leadership content, and scalable planning resources. In parallel, you will help drive execution across the Trust Company planning team through pipeline reporting, meeting follow-ups, and ad hoc project leadership.

Requirements

3-5 years of experience
Demonstrated knowledge of estate planning techniques, as well as standard charitable vehicles, including donor advised funds, private foundations, charitable remainder trusts, and charitable lead trusts
Strong interest in philanthropy, charitable planning, and family governance, including the sub-topics of wealth communication, succession planning, and constructive decision-making
Familiarity with eMoney, Luminary, NumberCruncher, and/or other estate and financial planning software desired
CFP preferred

Responsibilities

Estate Planning Input client data into Luminary software to develop comprehensive estate planning analyses
Serve as firmwide resource on Luminary software capabilities and provide guidance to wealth advisor teams on utilizing Luminary
Prepare estate planning summaries, model hypothetical wealth transfer techniques, and prepare client presentations utilizing Luminary software
Present Luminary output in client meetings
Philanthropy Perform philanthropic research through analyses of issues, philanthropic approaches, and opportunities in the client’s areas of interest, and present research to clients in support of clients’ charitable objectives
Support Head of Philanthropy and Family Governance and Head of Estate Planning in client projects as needed
Family Governance Providing detailed summary of client’s feedback on intent for and purpose of wealth
Support and plan content and events to engage Rising Generation clients
General Manage all marketing content, white papers, webinar replays available to advisors on the Advice, Planning, and Fiduciary Services Hub
Assist in preparing materials for webinars and publications, in addition to advisor training materials in the areas of trust and estate planning, philanthropy, and family governance.
Create ad-hoc client presentations in PowerPoint
Maintain new business pipeline for Trust Company; manage monthly pipeline report meetings, as well as tracking donor advised fund adoption and opportunities to improve operational processes to enhance DAF adoption for both advisors and clients
Attend client meetings, take detailed notes, and track all follow-up items, Lead ad-hoc projects within the Trust Company planning team
Oversee administrative functions within the Luminary software