Wealth Planning Associate/Assistant Vice President
Neuberger Berman(7 days ago)
About this role
A Wealth Planning Associate or Assistant Vice President at Neuberger Berman supports estate planning, philanthropy, and family governance efforts for high-net-worth clients. They utilize software tools to analyze estate plans, research charitable strategies, and prepare presentations, all while engaging with clients and internal teams. The role combines analytical work with client-facing responsibilities to help facilitate sophisticated wealth management strategies.
Required Skills
- Estate Planning
- Philanthropy
- Trusts
- Luminary
- Charitable Vehicles
- Family Governance
- Wealth Transfer
- Client Relations
- Financial Planning
- Presentation Skills
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
View more jobs at Neuberger Berman →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Neuberger Berman
Similar Jobs
Cross Border Tax Planning Consultant, Private Wealth
BMO US(1 month ago)
Senior Attorney (Senior Estate Planning Strategist) - Pacific Time Zone
Mercer Advisors(2 months ago)
Wealth Planning Consultant
BMO US(27 days ago)
Wealth Planning Consultant, Private Wealth
BMO US(1 month ago)
Estate Planning & Wealth Transfer Partner
Gould & Ratner LLP(4 months ago)
Wealth Planning Consultant
BMO US(1 month ago)