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The Client Advisor will propose new sales strategies, strengthen customer relationships, and promote existing products in the retail sales department.

The role involves managing investment planning and portfolios, liaising with teams for client inquiries, and understanding private investment strategies for Japanese clients.

The Senior Project Manager will oversee strategic program management, process transformation, and change management initiatives within Neuberger's Private Wealth business. Responsibilities include driving operational efficiencies, establishing governance frameworks, and collaborating with senior leadership to implement scalable solutions. The role requires proficiency in financial modeling and capacity planning, along with strong communication and analytical skills.

Build and maintain SQL-based reporting, data models, and Python data pipelines for private markets portfolio construction and analytics. Diagnose data issues, implement tests, collaborate with investment teams, and deliver scalable, well-documented applications and data features.

Lead Neuberger's digital marketing strategy including website management, SEO, email marketing, UX/UI standards, and team management to enhance digital engagement.

Lead discovery and solution design, define scope and success metrics, and partner with business and tech to evaluate build/buy options. Manage end-to-end delivery, governance, testing/UAT, vendor performance, change management, and benefits realization across cross-functional initiatives in asset management and financial services.

Support Client Advisors and Associates with business development and client servicing: prepare presentations and meeting materials, maintain CRM and pipeline, coordinate RFP responses, manage reporting, and participate in internal client service improvement projects.

Lead process improvement and operational excellence initiatives for Private Wealth: inventory and map current processes, identify automation and redesign opportunities, develop future-state operating models, drive implementation and change management, train stakeholders, and establish metrics for continuous improvement to increase efficiency, scalability, and effectiveness.

Provide comprehensive administrative support for a team: schedule meetings, coordinate client visits and travel (including visas), manage calendars and phone coverage, process expenses and reconcile corporate cards, register conferences, liaise with internal groups and IT, maintain supplies and archives, coordinate print jobs, and temporarily cover other executive assistant duties.

Conduct independent corporate credit research across sectors, analyze financial statements and market dynamics, generate actionable investment recommendations for corporate bonds, support portfolio managers and traders, develop industry frameworks and credit reviews, and collaborate on macro and strategy analysis for the global investment grade platform.