Partner with Client Advisors and the broader Alternatives Specialist team to support registered private equity fundraising across US financial intermediary channels
Serve as a key point of contact for financial advisors navigating Neuberger's suite of registered PE products - from initial education through subscription and beyond
Drive advisor engagement by delivering high-quality investment content, market commentary, and product updates that reinforce conviction and accelerate the sales cycle
Proactively uncover new opportunities and prospective advisor targets through outbound email and phone outreach, building and expanding the pipeline within assigned channels
Client & Advisor Education
Educate financial advisors and their end clients on private equity fundamentals - including market dynamics, fund structures, liquidity considerations, and expected investment outcomes
Develop and deliver compelling presentations, both in-person and virtually, tailored to advisor sophistication and client profile
Host and facilitate group virtual events (Zoom) with advisors and clients to discuss private markets trends and Neuberger's registered PE offerings
Market Intelligence & Competitive Analysis
Conduct ongoing competitive analysis and research to monitor peer offerings, market positioning, and emerging trends within the registered private markets landscape
Leverage competitive insights to inform sales messaging, anticipate advisor objections, and sharpen Neuberger's differentiated value proposition
Internal Coordination & Collaboration
Serve as a connector across internal stakeholders - including the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing - to ensure cohesive messaging and seamless execution
Partner closely with the Marketing and Investment teams on the development, refinement, and maintenance of sales collateral, ensuring materials are current, accurate, and aligned with the firm's positioning
Contribute to the development of sales materials, talking points, and market updates in collaboration with the investment and marketing teams
Requirements
Experience & Education
Bachelor's degree in Finance, Economics, Business, or a related field; strong academic record required
6+ years of relevant professional experience in finance, investment management, private equity, investment banking, or a related field
Prior experience in a client-facing or sales-adjacent role within alternatives or wealth management strongly preferred
Skills & Competencies
Deep understanding of private markets - including private equity structures, fund mechanics, and the registered product landscape (e.g., interval funds, tender offer funds, BDCs)
Exceptional communication skills - able to distill complex investment concepts into clear, persuasive narratives for both sophisticated and emerging-private-markets audiences
Strong presentation skills with demonstrated ability to engage and influence advisor audiences in both one-on-one and group settings
Highly organized with strong project management capabilities and meticulous attention to detail
Demonstrated ability to manage multiple priorities independently in a fast-paced, deadline-driven environment
Collaborative, team-first orientation with the maturity and judgment to navigate complex internal and external relationships
Licensing
Series 7, 63 and 65 - or Series 7 and 66 - required within 90 days of hire
#LI-GC1
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
Equity / stock options
Additional Information
Neuberger is seeking a Private Markets Specialist to join its North American Intermediary Sales team in New York. This is a high-visibility, client-facing role that sits at the intersection of private markets expertise and financial advisor engagement. The Specialist will serve as a subject matter authority on Neuberger's registered private equity platform, partnering closely with Client Advisors to drive fundraising, deepen advisor relationships, and expand private markets literacy across the US intermediary channel.
This role is ideal for a motivated investment professional who is equally comfortable in front of clients as they are behind the data - someone who can translate complex private markets concepts into compelling narratives for financial advisors and their clients.
Nb · New York, NY