"Alerted.org

Position Overview:

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.

Primary 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

Experience & Qualifications:

+ 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

Compensation Details

This position is paid based on production compensation only. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

_Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ [email protected]_ _._

_Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) ._

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

For important disclosures: http://www.nb.com/linkedin