Hiring: Trust & Estate Planning Specialist Company: Neuberger Location: New York, NY Job Posted Time: 2026-09-10 12:13:48 Target Skills & Keywords : Wealth Management About the job Experience: •10+ years of experience in tax, trust and estate planning Required Skills: •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 Qualifications: •The ideal candidate will have 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 •Note: the team does not practice law, draft legal documents, or sell life insurance; candidates should be comfortable operating in an advisory/fiduciary capacity alongside outside counsel and other licensed professionals •Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. Compensation: •$220,000 - $260,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!