Neuberger Berman · 5 months ago
Fiduciary Officer
New York, NY
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $160K/yr
5+ years expNeuberger Berman Trust Company N.A. seeks a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The role involves managing fiduciary relationships, interacting with clients on account matters, and collaborating with various teams to create comprehensive financial strategies.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients
Day-to-day interaction with clients (internal and external) on all account matters, including legal, tax, investment, and general administration of their accounts
Active participant in investment and administrative review committees as well as discretionary payment committees
Provide training and guidance to administrative staff
Participate in Trust Company marketing efforts to both internal and external sources
Work with internal infrastructure groups in connection with trust company systems
Identify questions and concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary
Implement asset allocation decisions
Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning, and Portfolio Management Teams to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime
Qualification
Required
Undergraduate degree required
5 plus years of hands-on trust and estate administration experience preferably at a bank or trust company
Strong technical skills in fiduciary administration and good working knowledge of estate, gift, and GST tax and fiduciary income tax
Excellent communication and problem-solving skills
Client presentation and marketing skills
Strong organizational, interpersonal skills and attention to detail
Ability to work independently and handle multiple responsibilities
Preferred
Investment oversight experience a plus
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
H1B Sponsorship
Neuberger Berman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (36)
2023 (27)
2022 (26)
2021 (24)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
Recent News
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