Neuberger Berman is a leading investment management firm, and they are seeking a Client Analyst to support their Retirement business. The role involves assisting Business Development professionals and Relationship Managers in fostering client partnerships and ensuring a superior client experience.
Responsibilities
- Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients including: All types of retirement focused advisors but also Recordkeeping Platforms, Trust Companies, TPAs, and other home offices
- Develop strong relationships with internal firm groups to articulate, process and resolve client requests and manage deadlines
- Ensure a superior client experience by coordinating deliverables with legal, compliance, operations, client service, reporting, marketing, RFP, and portfolio management teams
- Drive internal process improvement and data insights to help grow sales
- Play an integral role in creating client deliverables pre and post engagement, handling ad hoc requests and maintaining quality control oversight
- Assist with client database (Salesforce) management and identification of new prospects for both intermediary and institutional contacts
- Assist with initial outreach and research of institutional DC companies to support Business Development professionals
- Analyze competitive landscape and portfolio characteristics across strategies using various investment research tools (e.g. Morningstar), for product onboarding, research advocacy, and discretionary model placement
- Create customized presentations on the state of our business for senior management and key internal stakeholders
Skills
- 1-3 years asset management sales or marketing experience preferred (intermediary or institutional)
- Detail-oriented with strong organizational and follow up skills
- Ability to work independently and manage/prioritize multiple projects, coordinating with numerous internal groups
- Superior interpersonal, written and verbal communication skills
- Proficiency in Word, Excel, PowerPoint
- Familiarity with Salesforce or other CRM interfaces
- Familiarity with AI tools
- Team player, highly motivated, eager to learn and coachable
- Strong interest in investments, investment products, asset allocation and capital markets
- Enjoys a fast paced, high intensity environment
- SIE, Series 7, and 66 licenses required within 6 months of employment
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Other benefits
Company Overview
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions. It was founded in 1939, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.nb.com.