Neuberger Berman
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.
Headquarters
New York, New York, United States
Company Size
1001-5000 employees
Founded
1939
Neuberger 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Neuberger Berman.
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