• Neuberger Berman (New York, NY)
    …trust and estate planning, tax strategy, or related fields + JD required; LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ... As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
    DirectEmployers Association (09/13/25)
    - Related Jobs

  • KPB Sr Trust Officer

    KeyBank (Rochester, NY)
    …documentation of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of ... + Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement + Proactively analyzes and interprets… more
    KeyBank (10/07/25)
    - Related Jobs