Neuberger Berman
Neuberger Berman

45 Neuberger Berman Executive Assistant Jobs Hiring Near You

Client Analyst: Toronto

Toronto, ON ยท Hybrid

CA$65K - CA$85K/yr

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager ... Support the team with client and prospect contact management, including CRM maintenance. * Assist ...

Client Analyst

New York, NY ยท Hybrid

$80K - $100K/yr

This position will provide the individual with valuable insights into the Neuberger Berman ... Support the team with consultant contact management, including CRM maintenance. * Assist with new ...

Client Analyst

New York, NY ยท On-site

$80K - $100K/yr

This position will provide the individual with valuable insights into the Neuberger Berman ... Support the team with consultant contact management, including CRM maintenance. * Assist with new ...

Compliance Analyst

New York, NY ยท Hybrid

$80K - $110K/yr

Neuberger is seeking an Analyst to join the Compliance Team in New York. This person will report ... Prepare and submit regulatory filings (i.e., Form13G and 13D filings) * Assist with regulatory ...

Paralegal

New York, NY ยท Hybrid

$80K - $110K/yr

Prepare organizational structure charts * Assist in preparing documents for, and answering, AML ... Interact with clients and various groups within Neuberger * Perform ad hoc projects as needed ...

Product Development

Manhattan, NY ยท On-site

$170 - $190/hr

Primary Role The primary role of Neuberger's Product Group is to serve as an objective champion of ... Conduct specific competitor comparison and analysis. * Assist in developing the firm's product ...

Client Associate

Manhattan, NY ยท On-site

$80K - $100K/yr

Work closely with Neuberger Wealth's organization to service end client requests * Prepare and ... Maintain accurate client records and activity logs across internal systems * Assist with ad hoc ...

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Neuberger Berman Jobs Information

What is it like to work at Neuberger Berman?

Neuberger Berman is a global investment manager that values a collaborative and inclusive work environment, prioritizing teamwork and open communication among its employees. The company's structure is organized into various teams, including investment, research, and client service, allowing for a diverse range of roles and opportunities for growth and development. Working at Neuberger Berman may appeal to candidates seeking a dynamic and challenging career in investment management, with opportunities to contribute to the company's mission of delivering value to clients through active, high-conviction investment strategies.

What makes Neuberger Berman an attractive place to work?

Neuberger Berman is a leading global asset manager known for its long history of investment expertise and commitment to delivering value to clients. The company offers a dynamic and collaborative work environment that fosters innovation, teamwork, and professional growth, with opportunities to work on complex investment strategies and contribute to the firm's continued success. Joining Neuberger Berman provides a chance to be part of a stable and respected organization with a strong reputation, where employees can develop their skills, advance their careers, and make a meaningful impact in the financial industry.

What are the most popular categories at Neuberger Berman?

Advisor Consultant, Broker Dealer, Mid West

Neuberger Berman

Remote

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago


Job description

Summary

The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Indiana, Illinois (x-Chicago Metro), and Milwaukee. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.

Responsibilities

  • Lead and develop the Mid West territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs

  • Develop and implement a business plan for the territory using activity-oriented goal objectives to guide day-to-day priorities and track progress against goals; make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients

  • Maintain a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments

  • Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in concert with Client Advisory Specialists and Analysts

  • Exhibit a strong business acumen and executive sales presence to influence decision-makers

  • Maintain all activity information in Neuberger Berman CRM database

  • Work with internal partners, including Client Advisory Specialists/Analysts, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments

  • Maintain knowledge of Neuberger Berman products offered through partner firms

Qualifications

  • 5+ years of intermediary distribution experience preferred

  • Experience working with wirehouse, regional, and independent financial advisors

  • Proven track record of consistently meeting or exceeding predetermined key objectives

  • Strong executive presence, active listening, client preparedness, and presentation skills

  • Professional characteristics reflecting curiosity, empathy, and enthusiasm, coupled with a solution-based drive to meet and achieve expectations

  • Ability to develop, prioritize, and implement best practices; ability to manage a territory

  • Excellent verbal and written communication skills

  • Undergraduate degree required, graduate degree a plus

  • CIMA, CAIA, or CFA designations a plus

  • SIE, Series 7, 66 or SIE, 7, 63, 65 licenses

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#LI-Hybrid

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $85,000-$100,000. 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 and production compensation, 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 onlineaccommodations@nb.com.

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