Client Advisory Specialist

As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and data/analytics teams to deliver the breadth of Neuberger Berman’s resources and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and developing new opportunities, and driving business development through market-level partnerships.

Responsibilities

• Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients

• Leverage data and field knowledge to optimize and scale territory coverage

• Engage clients through service to deepen and expand existing relationships

• Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the “next best step” and collaborate to leverage Neuberger Berman resources where appropriate

• Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities

• Align with home office coverage to prioritize Neuberger Berman’s resources for relevance across partner firms and advisor segments

• Scale the allocation of firm resources with a focus on driving leverage

• Build brand and deepen advisor relationships through consistent, value-added engagement.

• Primarily engage with clients remotely, with potential for in-territory travel

• Collaborate with teams to design and implement systems and processes that support our efforts; participate in feedback loops to ensure continuous improvement

Qualifications

• Minimum of five years’ experience in intermediary distribution (e.g., FA engagement, home office coverage/support, and/or hybrid or external client coverage)

• Process-oriented with a team-first mindset; desire, ability, and willingness to commit to process and drive results that benefit the team

• Strong time management skills; desire, ability, and willingness to sustain a high-volume workload through prioritization and effective time management

• Adaptability: desire, ability, and willingness to be part of a new initiative that will evolve over time

• Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment

• Strong analytical and organizational skills with attention to detail; ability to prioritize projects and create and utilize a robust 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 manage relationships across various roles and seniority levels—both internally and externally

• Self-motivated and team-oriented

• CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred

• Series 7, 63/65, or 66 required (or obtained within 6 months of hire)

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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $185,000-$200,000. 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 the job posting location. 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, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, 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 is an equal opportunity 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 [email protected].

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