Neuberger Berman · 2 hours ago
Relationship Manager
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $175K/yr
15+ years expNeuberger Berman is a leading investment management firm, and they are seeking a Senior Relationship Manager to lead their Private Asset Management team. The role involves managing high net worth client relationships, developing engagement strategies, and collaborating with portfolio managers to implement investment strategies and wealth planning services.
BankingBusiness DevelopmentFinanceFinancial Services
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
Qualification
Required
15+ years of experience working directly with high-net-worth clients in a financial planning capacity
Strong executive presence, active listening, client preparedness, and presentation skills
Proven track record of consistently meeting or exceeding predetermined key objectives
Deep knowledge of financial planning, insurance, retirement savings vehicles
Excellent verbal and written communication skills
Series 7 and 66 required
Preferred
Proficiency in eMoney software helpful
CFP® designation ideal
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
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