Client Analyst - Retirement

Neuberger Berman Group

New York, NY, United States
Base: $75,000-$90,000; bonus/equity: discretionary...
On-site
Support business development professionals
Manage client requests and deadlines
Client deliverables and quality control
Support the firm's Retirement business, including DCIO Business Development professionals and senior Retirement Relationship Managers

Job Summary

  • Support the firm's Retirement business, including DCIO Business Development professionals and senior Retirement Relationship Managers.
  • Develop strong relationships with internal firm groups to resolve client requests and manage deadlines, ensuring a superior client experience.
  • Analyze competitive landscape and portfolio characteristics using investment research tools for product onboarding and research advocacy.

Matching Summary

Support the firm's Retirement business, including DCIO Business Development professionals and senior Retirement Relationship Managers.

Salary

Base: $75,000-$90,000; Bonus/Equity: discretionary bonus; Benefits: comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • Support Business Development professionals
  • Manage client requests and deadlines
  • Client deliverables and quality control
  • Salesforce or other CRM interfaces
  • Familiarity with AI tools
  • Strong interest in investments

Nice-to-have

  • Drive internal process improvement
  • Analyze competitive landscape
  • Team player, highly motivated
  • Enjoys fast paced environment

Key Requirements

  • 1-3 years asset management sales or marketing experience preferred
  • Proficiency in Word, Excel, PowerPoint
  • SIE, Series 7, and 66 licenses required within 6 months

Work Rights

Authorized to work in the United States

Tailored Resume

Cover Letter