Neuberger Berman Jobs

Summary

The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA’s objective is to better penetrate this large territory through business development activities (prospecting, and cross-selling).

Responsibilities

• Partner with others on the team (and in some cases lead) day-to-day new business development and client coverage action items to ensure team goals are met. Tasks may involve direct client prospecting, responding to client requests, meeting follow ups and preparation, territory management, and product / client targeting.

• Expand relationships with larger clients / prospects with multiple touch points (e.g. multiple product heads) as well as prospecting new relationships with smaller clients in territory.

• Assist in creating sales presentations by gathering various product and firm information and assisting with the generation of new materials specific to client / prospect interests, etc.

• Support the team with client and prospect contact management, including CRM maintenance.

• Assist with new business pipeline updates and other internal reporting updates.

• Liaise and establish strong relationships with internal investment teams.

• Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.

• Participate in team projects to enhance client coverage strategy and execution.

Qualifications

• 7-10 years of direct institutional sales experience from the buy-side and/or sell-side.

• Experience covering “real money” clients, such as pension, endowments/foundations and/or insurance companies is preferred but not required.

• Sophisticated in markets and covering complex clients.

• Knowledge of portfolio construction and role in portfolios of various asset classes.

• Knowledge of multiple asset classes is preferred; exhibits high degree of interest in financial. markets and investment strategy; interest in expanding knowledge across a range of asset classes.

• Strong achievement in undergraduate degree in finance, economics, or related disciplines.

• MBA is plus but not required.

• Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems.

• Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment.

• Detail-oriented with strong organizational and follow up skills.

• Strong analytical and problem-solving skills.

• Excellent written and oral communication skills.

• Proficient in Microsoft Word, Excel, PowerPoint, Onenote and other tools such as evestment.

• Series 7 & 66 licenses required.

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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) 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 700-plus investment professionals and more than 2,700 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.

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