As part of the newly created Client Advisory Specialist team, the primary responsibility of the Client Advisory Analyst is to support the Client Advisory Specialists and Advisor Consultants to build and maintain the intermediary sales team’s growing business.
Responsibilities
Support the Broker-Dealer field sales team in all aspects of building and maintaining client partnerships with financial advisors and centers of influence
Develop strong relationships with groups within NB to articulate, process and resolve client requests and manage deadlines; ensure a superior client experience by coordinating deliverables with the sales team, specialists, home office relationship managers and the marketing team
Analyze competitive landscape and portfolio characteristics across strategies for product onboarding, research advocacy, and discretionary model placement
Prepare analytical reports and support the sales team through the pipeline management process
Play an integral role in creating client deliverables; engage with colleagues for periodic/ad hoc requests and maintain quality control oversight
Assist with client database (SalesForce.com) management and identification of opportunities across client segments
Support Client Advisory Specialists and Advisor Consultants with event and sponsorship planning
Create customized presentations on the state of our business for senior management and key internal stakeholders
Qualifications
Minimum 1-3 years’ asset management sales or marketing experience (intermediary or institutional experience preferred)
Excellent interpersonal, written, verbal and communication skills; ability to thrive in a fast-paced, collaborative environment
Detail-oriented with strong organizational and follow up skills
Ability to work independently and manage/prioritize multiple projects; coordinate with various internal stakeholders
Proficient in Excel, PowerPoint and Morningstar
Highly motivated with a self-starter mindset
Strong interest in investments, investment products, asset allocation and capital markets
Progress toward CFA or CAIA is a plus, but not required
Series 7, 63 and 65 or Series 7 and 66 licenses required (or obtained within 6 months of hire)
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Compensation Details
The salary range for this role is $75,000-$85,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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