Apply on Employer Site

Neuberger Berman · 1 day ago

Relationship Manager

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$150K/yr - $175K/yr

15+ years exp

Neuberger Berman is a firm that specializes in private asset management, and they are seeking a Senior Relationship Manager to lead the relationship management strategy across their PAM team. The role involves managing high net worth client relationships, developing wealth strategies, and enhancing client engagement through organized communication and events.

BankingBusiness DevelopmentFinanceFinancial Services

Culture & Values

No H1B

Responsibilities

Partner with PAM portfolio managers in delivering client service related to existing investments. Advise clients and aid in implementation of overall investment strategy including asset allocation, portfolio management, and diversification, in accordance with the investment objectives of the individual clients

Actively seek opportunities with clients to provide wealth strategy services including wealth planning, trust and estate planning, philanthropic advisory and other relevant services that can be provided to enhance the overall client experience and help clients achieve their financial goals

Develop relationships with extended family members to be positioned to facilitate an orderly transition of assets as they pass to the next generation. Identify opportunities to expand client relationships through holistic planning, asset allocation, and diversification. Ideally, but as a secondary priority, build the client base through referrals, networking, and community involvement

Establish and lead approach to organized client communications leveraging both the PAM team and firmwide content. Organize and lead active participation in client events and other opportunities to provide memorable experiences and deepen client relationships

Client retention rate

Net flow AUM

Net flow RRR

Diversification

Wealth strategy and planning activities

Client engagement activities including emails, phone calls, meetings, events, and entertainment

Qualification

High-net-worth client managementFinancial planning expertiseWealth strategy servicesEMoney software proficiencySeries 766 certificationsActive listeningPresentation skillsVerbal communicationWritten communication