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Neuberger Berman
Neuberger Berman

60 Neuberger Berman Relationship Associate Jobs Hiring Near You

Neuberger Berman

Client Advisor, Montreal

CA$190K - CA$210K/yr

The Client Advisor will be responsible for driving Neuberger Berman Canada's distribution strategy by building and maintaining relationships with financial advisors in Quebec. This role requires a ...

Neuberger Berman

Advisor Consultant Associate

Manhattan, NY · On-site

$67.50 - $82.50/hr

Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed‑income ... Maintain the contact relationship management database (Salesforce) to effectively manage the ...

Neuberger Berman

Client Associate

New York, NY · On-site

... Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point ... broaden relationships with clients. The Client Associate will partner closely with Portfolio ...

Neuberger Berman

Research Analyst

New York, NY · Hybrid

$115K - $140K/yr

Relationship skills to work successfully within the Municipal Fixed Income department and to work cooperatively across the Neuberger Berman organization. * Series 7 & 66 within 6 months of joining ...

Neuberger Berman

Client Associate

Manhattan, NY · On-site

$85 - $120/hr

... Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point ... broaden relationships with clients. The Client Associate will partner closely with Portfolio ...

Neuberger Berman Group LLC

Research Analyst

New York, NY · On-site

$115K - $140K/yr

Relationship skills to work successfully within the Municipal Fixed Income department and to work cooperatively across the Neuberger Berman organization. * Series 7 & 66 within 6 months of joining ...

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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.

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Client Advisor, Montreal

Neuberger Berman

Remote

CA$190K - CA$210K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally. Renowned for its active, research-driven approach, the firm delivers investment solutions across asset classes, including equities, fixed income, alternatives, and multi-asset strategies. With a strong commitment to innovation and ESG leadership, Neuberger Berman Canada provides tailored solutions for Canadian financial advisors, institutions, and high-net-worth investors.

The firm is dedicated to empowering advisors with insights and products to help their clients achieve long-term financial goals. As part of a growing Canadian business, this role offers the opportunity to make a significant impact on the firm's future success.

Why Join Neuberger Berman Canada?

  • Be part of a globally recognized, employee-owned investment firm with a strong reputation for excellence

  • Access innovative investment solutions and market-leading insights

  • Join a collaborative and entrepreneurial team environment

Position Overview:
The Client Advisor will be responsible for driving Neuberger Berman Canada's distribution strategy by building and maintaining relationships with financial advisors in Quebec. This role requires a dynamic and experienced sales professional with a deep network, exceptional relationship-building skills, and the ability to communicate complex investment solutions effectively.

Key Responsibilities:

  • Proactively engage with financial advisors to promote Neuberger Berman's investment solutions

  • Develop and execute a comprehensive territory business plan to achieve and exceed sales targets

  • Cultivate relationships with high performing "corner office" advisors across Quebec

  • Deliver impactful presentations to financial advisors, branch offices, and at client events, showcasing the firm's investment strategies and market insights

  • Conduct one-on-one and group meetings, both virtually and in person, to share product updates and sales ideas

  • Stay current on market trends and competitor offerings to provide timely insights to advisors

  • Collaborate closely with the Head of Intermediary Distribution and internal stakeholders to execute strategic sales initiatives.

  • Maintain accurate client records and sales activity tracking in CRM systems

  • Provide ongoing advisor support and handle complex client inquiries

Qualifications:

  • Bachelor's degree in finance, business, or a related field

  • 5-10 years of successful experience in asset management sales, ideally in a senior external wholesaler or sales leadership role

  • Deep, established relationships with high-performing corner office advisors in Toronto and beyond

  • Strong understanding of investment vehicles (mutual funds, ETFs, Closed End Funds), investment strategies (fixed income, equities, alternatives - liquid alts and private market strategies), and portfolio construction strategies

  • Exceptional communication and presentation skills with the ability to convey complex concepts to sophisticated investors

  • Self-motivated and goal-oriented, with a track record of exceeding sales targets

  • Effective organizational skills, capable of managing multiple priorities in a fast-paced environment

  • Proficient in CRM systems and sales tracking tools

#LI-JG3

#LI-Hybrid

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

The salary range for this role is $190,000-$210,000. 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, 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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