Client Advisory Specialist

Neuberger Berman Group

Base: $185,000-$200,000; bonus/equity: discretiona...
Hybrid
Data-driven business planning
Deepen client engagement
Develop new opportunities
Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients

Job Summary

  • 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 and engage clients through service to deepen and expand existing relationships.
  • Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities.

Matching Summary

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

Salary

Base: $185,000-$200,000; Bonus/Equity: discretionary bonus; Benefits: paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • Data-driven business planning
  • Deepen client engagement
  • Develop new opportunities
  • Market-level partnerships
  • Remote client engagement

Nice-to-have

  • Team-first mindset
  • Adaptability to evolving initiatives
  • Thrive in fast-paced environment
  • Self-starter mindset

Key Requirements

  • Minimum of five years’ experience in intermediary distribution
  • Series 7, 63/65, or 66 required
  • Ability to coordinate client engagement across multiple territories

Work Rights

Authorized to work in the United States

Tailored Resume

Cover Letter