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Neuberger Berman Client Engagement Associate in New York, New York

Summary :

As a member of the North American Intermediary Sales Team, the primary responsibility of the Client Associate is to partner with the Client Advisor to promote and sell Neuberger Berman investment products to Registered Investment Advisors (RIAs), Turnkey Asset Management Platforms (TAMPs), and Custodians. Candidates must be highly motivated self-starters and possess excellent communication and interpersonal skills.

Responsibilities :

  • Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income, alternative and private equity products.

  • Perform exceptional client service to build relationships with home office, central research, and due diligence teams externally.

  • Collaborate with Client Advisor to identify sales opportunities and think strategically about how to best engage in delivering investment solutions to institutional-like clients.

  • Act as a resource by developing and maintaining strong knowledge of Neuberger Berman products, the industry, the competition, our clients, and their firms.

  • Assist with client-specific and firm-wide marketing/sales campaigns.

  • Assist in analyzing sales, marketing, and product data to determine opportunities.

  • Respond to inbound sales inquiries, literature requests, and service issues.

  • Act as a liaison between the sales force and the operations department to resolve client issues/problems.

  • Work across Neuberger’s operations and legal teams to onboard new products at various TAMP and custodial platforms.

  • Maintain contact relationship management database (Salesforce) to effectively manage client rolodex.

Qualifications :

  • Prior experience in sales of products within financial services industry is preferred.

  • Excellent verbal and written communication skills.

  • Strong organizational skills and the ability to prioritize to meet goals.

  • Must be a "self-starter" that can meet activity/production quotas.

  • Bachelor’s Degree required.

  • Series 7 & 63/65 or 66 licenses required.

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