Senior Trust & Estate Planning Advisor

Neuberger Berman; New York (NY); Hybrid; USD 220,000 - 260,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Neuberger Berman's Advice, Planning & Fiduciary Services Team in New York is seeking an experienced attorney to lead tax, trust and estate planning for UHNW clients. The role involves collaborating with internal specialists and outside counsel to deliver tailored fiduciary guidance.

You will work within Neuberger Wealth, engage in thought leadership, and help expand the firm's trusted advisor capabilities across our nationwide client base, with a hybrid work model.

Qualifications

• The ideal candidate will have 10+ years of experience in tax, trust and estate planning.
• J.D. required / LL.M. in Taxation a plus — with prior work in law and/or wealth management.
• Proven ability to manage complex, high-net-worth relationships with a focus on trust and estate planning.
• Strong collaborator who works effectively within a multi-disciplinary team.

Responsibilities

• Advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity planning; and charitable planning
• Supporting advisor teams and portfolio managers by providing subject matter expertise
• Collaborating with both internal and external experts to deliver tailored, comprehensive advice
• Leveraging technology to scale and organize advisory delivery
• Acting as a thought leader through the publication of articles, LinkedIn/social media presence, and speaking arrangements
• Promoting our internal trust company capabilities to centers-of-influence in the industry

Skills

Tax planning

Estate planning

Trust administration

Client relationship management

Education

J.D. degree

LL.M. in Taxation (plus)

Job description

Neuberger Berman's Advice, Planning & Fiduciary Services Team in New York is seeking an experienced attorney to lead tax, trust and estate planning for UHNW clients. The role involves collaborating with internal specialists and outside counsel to deliver tailored fiduciary guidance.

You will work within Neuberger Wealth, engage in thought leadership, and help expand the firm's trusted advisor capabilities across our nationwide client base, with a hybrid work model.