Client Advisory Specialist

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)

LI-JG3

LI-Hybrid

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 .

Learn about the Applicant Privacy Notice () .

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000 employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

For important disclosures :

Salary : $180,000 - $195,000