Senior Estate Planner Wealth Advisory Team
Senior Estate Planner Wealth Advisory Team
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Salary Not Disclosed
1 Vacancy
Job Description
Position Overview:
As a key member of one of NB Private Wealths 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 Companys sole discretion unless and until paid and may be modified at the Companys 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 .
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Required Experience:
Senior IC
Employment Type
Full-Time
