Client Analyst - Retirement

Neuberger Berman Group

Base: $75,000-$90,000; bonus/equity: discretionary...
Hybrid
Support retirement business
Client deliverables and quality control
Internal process improvement and data insights
Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients

Job Summary

  • Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients.
  • Drive internal process improvement and data insights to help grow sales and ensure a superior client experience.
  • Analyze competitive landscape and portfolio characteristics across strategies using various investment research tools.

Matching Summary

Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients.

Salary

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

Skills & Requirements

Must-have

  • Support retirement business
  • Client deliverables and quality control
  • Internal process improvement and data insights
  • Salesforce database management
  • Analyze competitive landscape
  • Create customized presentations

Nice-to-have

  • Superior interpersonal skills
  • Highly motivated and eager to learn
  • Fast-paced, high-intensity environment

Key Requirements

  • 1-3 years asset management sales or marketing experience
  • Proficiency in Word, Excel, PowerPoint
  • Familiarity with Salesforce or other CRM interfaces
  • Familiarity with AI tools
  • SIE, Series 7, and 66 licenses required within 6 months

Work Rights

Authorized to work in the United States

Tailored Resume

Cover Letter