Trust & Estate Planning Specialist

About the role

The Advice, Planning & Fiduciary Services Team at Neuberger Wealth is made up of in-house tax, trust and estate attorneys, certified financial planners and fiduciary specialists, advising clients on estate planning, tax planning, life insurance, philanthropy and wealth education. The team also supports the trust administration needs of wealthy families through its internal trust company, Neuberger Trust Company, which acts as trustee in all 50 states. The specialist advises wealthy clients and supports advisor teams and portfolio managers.

Key responsibilities

• Advise wealthy clients on tax, trust and estate planning, pre-liquidity planning and charitable planning
• Support advisor teams and portfolio managers with subject matter expertise
• Work with internal and external experts, including outside attorneys, law firms, accounting, valuation and life insurance firms, and family office service providers, to deliver tailored advice
• Use technology to scale and organize advisory delivery
• Publish articles, maintain a LinkedIn/social media presence and speak to act as a thought leader
• Promote the internal trust company's full fiduciary and directed trustee services to industry "centers-of-influence"

Required profile

• 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 focused on trust and estate planning
• Strong collaborator who works well in a multi-disciplinary team
• Comfortable working in an advisory/fiduciary capacity alongside outside counsel and other licensed professionals; the team does not practice law, draft legal documents or sell life insurance
• Authorized to work in the country where the role is located without current or future sponsorship

What we offer

• Salary range of $220,000-$260,000, with eligibility for a discretionary bonus
• Benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits
• Hybrid work arrangement