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
Requirements
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
Benefits
Dental insuranceVision insuranceRemote work optionsPerformance bonus
Additional Information
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.
Nb · New York, NY