Trust & Estate Planning Specialist

About the team

The Advice, Planning & Fiduciary Services Team at Neuberger Wealth is comprised of in-house tax, trust and estate attorneys, certified financial planners, and fiduciary specialists — 34 professionals in total. Together, the team advises clients on estate planning, tax planning, life insurance, philanthropy, and wealth education. Additionally, the team caters to the trust administration needs of wealthy families through our internal trust company, Neuberger Trust Company, which serves as trustee in all 50 states and oversees $17.2B in assets across UHNW and strategic client relationships.

Responsibilities

• Advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity planning; and charitable planning
• Supporting advisor teams and portfolio managers by providing subject matter expertise
• Collaborating with both internal and external experts — including outside attorneys and law firms, as well as third-party solution providers such as accounting, valuation, and life insurance firms, and certain family office service providers — to deliver tailored, comprehensive advice
• Leveraging technology to scale and organize advisory delivery
• Acting as a thought leader through the publication of articles, LinkedIn/social media presence, and speaking arrangements
• Promoting our internal trust company capabilities — full fiduciary and directed trustee services — to "centers-of-influence" in the industry

Requirements

• 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 with a focus on trust and estate planning
• Strong collaborator who works effectively within a multi-disciplinary team
• Comfortable operating 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 and have the right to work in the country where the role is located without the need for current or future sponsorship

Pay

The salary range for this role is $220,000–$260,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

This role is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.

Benefits

We offer a comprehensive package of benefits including:

• Paid time off
• Medical, dental, and vision insurance
• Retirement contributions
• Life insurance
• Other benefits to eligible employees