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Neuberger Berman Marketing Coordinator/Team Administrator - Wealth Management in Chicago, Illinois

About Neuberger Berman LLC:

Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.

Summary:

The Marketing Coordinator will provide marketing and administrative support to a nationally-recognized Wealth Advisory Group in the Chicago office. Candidate should possess a proactive work ethic, an active interest in the financial markets and be energized by the possibility of contributing within a highly skilled team environment.

Responsibilities:

Marketing Responsibilities:

  • Dynamically maintain all client and prospect data in Salesforce database.

  • Take ownership of all marketing initiatives.

  • Prepare and execute mass mailings (i.e., weekly e-mail blasts, welcome letters, newsletter requests, quarterly client reports, etc.).

  • Coordinate and assist with event planning.

  • Coordinate and assist with the development and execution of marketing campaigns.

  • Prepare prospect and client presentations and correspondence.

Administrative Responsibilities:

  • Manage calendar activities via Outlook for two senior Wealth Advisors, including travel arrangements, scheduling internal/external meetings, coordinating calls and video conferences, etc.

  • Prepare travel & expense reports.

  • Assist with the opening of client accounts and gathering of required documentation.

  • Assist client associate team with various account maintenance tasks

  • Perform general office duties: copying, faxing, filing, binding presentations, supply orders, sorting and distributing mail, etc.

Requirements:

  • Undergraduate degree and 2-4 years’ of work experience.

  • Ability to take initiative and work with minimal supervision.

  • Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment.

  • Advanced proficiency with Microsoft Word, Outlook, PowerPoint, Adobe Acrobat and Pro, including a working knowledge of mail merges and tables.

  • Excellent organizational and communication skills.

  • Salesforce and Concur experience a plus.

Neuberger Berman is an equal opportunity/affirmative action 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 .

Learn about the Applicant Privacy Notice at http://www.nb.com/employeeprivacynotice .

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $356 billion in client assets (as of December 31, 2019) 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 600-plus investment professionals and more than 2,100 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 five consecutive years (firms with 1,000+ employees).

DIVERSITY, EQUITY & INCLUSION

At Neuberger Berman, we are dedicated to cultivating a diverse, inclusive and equitable environment, where our people can be their authentic selves and realize their professional and personal goals. Our approach is based on three primary tenets: empowering, connecting and caring.

Empowering : Our people have a voice and can bring their unique perspectives to both the business table and our walls. Notably, our Advocacy Walk—located on our executive floor—is a curation of pieces from our art collection that highlights important societal issues, and reinforces that we are a firm that encourages feedback and inspires our colleagues to take risks.

Connecting : Our people are united in the way we collaborate and lead. With support from the firm, many of our engagement initiatives, create a greater sense of fellowship amongst our colleagues and stronger connections. This includes our Employee Resources Groups—Women’s Forum, Veterans Group, NB Pride Network, NextGen Network, and the NB Black Experience—and cultural celebrations for Diwali, Chinese New Year and Hispanic Heritage Month, among others in which we celebrate the diversity of our people.

Caring : Our people serve their communities. Our NB Impacts program allows employees to leverage the firm’s broad resources to support their causes globally through charity and volunteer efforts that matter to them. From providing financial support (including the Neuberger Berman Foundation and corporate grants) to using our skills, time and effort (volunteerism and nonprofit board service), we believe strongly in extending our culture of service from clients to our community.

Neuberger Berman is passionate about supporting this environment by creating a workplace that provides balance and support for our employees—both professionally and personally. Our Employee Investment Solutions and best-in-class retirement program focus on financial health and wellness. In-house yoga, meditation and Peloton bikes, along with nutrition counseling and healthy cooking demos, are among our many body and mind wellness opportunities. Finally, our benefits are on the leading edge of policies around domestic partner benefits and family-oriented programs, including primary and non-primary care leave, adoption benefits, back-up childcare, and our NeuParents support and networking group.

Our people and our culture are our greatest assets, and we remain committed to making Neuberger Berman a best-in-class place to work.

For important disclosures: http://www.nb.com/linkedin

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