The role serves as a subject matter authority on Neuberger's registered private equity platform, partnering closely with Client Advisors to drive fundraising
Job Summary
The role serves as a subject matter authority on Neuberger's registered private equity platform, partnering closely with Client Advisors to drive fundraising.
The specialist will educate financial advisors and their end clients on private equity fundamentals, market dynamics, and fund structures through presentations and virtual events.
Candidates must possess exceptional communication skills to distill complex investment concepts into clear, persuasive narratives for sophisticated audiences.
Matching Summary
The role serves as a subject matter authority on Neuberger's registered private equity platform, partnering closely with Client Advisors to drive fundraising.
Salary
Base: $180,000-$210,000; Bonus: Discretionary bonus eligible; Benefits: Comprehensive package including PTO, medical/dental/vision, retirement, life insurance
Skills & Requirements
Must-have
Deep understanding of private equity structures
Registered product landscape knowledge
Client-facing sales experience in alternatives
Strong presentation and communication skills
Outbound outreach to financial advisors
Nice-to-have
Ability to translate complex concepts into narratives
Collaborative team-first orientation
Project management capabilities
Experience with interval funds and BDCs
Key Requirements
Bachelor's degree in Finance, Economics, or Business
6+ years of relevant professional experience in finance or private equity
Series 7, 63, and 65 licenses (or Series 7 and 66)
Authorization to work in the US without sponsorship