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2200 Neuberger Berman Services

Trust & Estate Planning Specialist

New Yorkonsitemid$220K – $260K

Posted today · via Workday

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About this role

Advice, Planning & Fiduciary Services Team | Neuberger Wealth 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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: less, teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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