As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently segmenting and driving advisor/COI engagement while helping to optimize external territory sales coverage and deliver the overall client experience.
Responsibilities
Partner with Advisor Consultants to maximize overall sales/fundraising efficiency and deliver an excellent client experience
Embrace data and field knowledge to optimize and scale territory coverage
Support the coverage of territory COIs with a focus on strategic relationship building and increasing brand awareness
Partner with home office coverage to prioritize and align NB’s initiatives across advisor segments (e.g., PWM, private bank)
Scale the allocation of firm resources with a focus on optimizing leverage (specifically specialists and firm leadership, as appropriate)
Professionally manage the territory sales pipeline in partnership with Advisor Consultants; partner on client segmentation and lead generation optimization
Build FA relationships through follow-ups and a consistent engagement process
Primarily engage with clients remotely with the potential for in-territory travel
Partner with leadership around marketing and product feedback loops
Qualifications
Minimum five years’ experience in intermediary distribution; for example, FA engagement, home office coverage/support, and/or hybrid or external client coverage
Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment
Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process
Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level
Demonstrable leadership capabilities and a self-starter mindset
Ability to coordinate client engagement across multiple territories, and help manage relationships across various roles and seniority levels including advisors and COIs
Self-motivator and team-oriented
CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred
Series 7, 63, 24, 65, or 66 (or obtained within 6 months of hire)
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Compensation Details
The salary range for this role is $180,000-$195,000. 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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