Senior Estate Planner - Wealth Advisory Team
N
Neuberger
📍 New York, NY, United States
Job Description
**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 pl...
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 pl...