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Neuberger Berman · 2 hours ago

Client Advisory Specialist

New York, NY

Full-time

Hybrid

Senior Level

$185K/yr - $190K/yr

5+ years exp

Neuberger Berman is a financial services firm seeking a Client Advisory Specialist to join their newly created Client Advisory Team. The Specialist will coordinate with various teams to enhance client engagement, support business development, and optimize resource allocation across multiple territories.

BankingBusiness DevelopmentFinanceFinancial Services

Culture & Values

No H1B

Responsibilities

Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients

Leverage data and field knowledge to optimize and scale territory coverage

Engage clients through service to deepen and expand existing relationships

Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the “next best step” and collaborate to leverage Neuberger Berman resources where appropriate

Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities

Align with home office coverage to prioritize Neuberger Berman’s resources for relevance across partner firms and advisor segments

Scale the allocation of firm resources with a focus on driving leverage

Build brand and deepen advisor relationships through consistent, value-added engagement

Primarily engage with clients remotely, with potential for in-territory travel

Collaborate with teams to design and implement systems and processes that support our efforts; participate in feedback loops to ensure continuous improvement

Qualification

Intermediary distribution experienceAnalytical skillsClient engagement coordinationCFACAIA certificationSeries 7Leadership capabilitiesTime managementInterpersonal skillsAdaptabilitySelf-motivatedTeam-oriented

Required

Minimum of five years' experience in intermediary distribution (e.g., FA engagement, home office coverage/support, and/or hybrid or external client coverage)

Process-oriented with a team-first mindset; desire, ability, and willingness to commit to process and drive results that benefit the team

Strong time management skills; desire, ability, and willingness to sustain a high-volume workload through prioritization and effective time management

Adaptability: desire, ability, and willingness to be part of a new initiative that will evolve over time

Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment

Strong analytical and organizational skills with attention to detail; ability to prioritize projects and create and utilize a robust client management process

Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level

Demonstrable leadership capabilities and a self-starter mindset

Ability to coordinate client engagement across multiple territories and manage relationships across various roles and seniority levels—both internally and externally

Self-motivated and team-oriented

Series 7, 63/65, or 66 required (or obtained within 6 months of hire)