Relationship Manager

Neuberger Berman Group

New York, NY, United States
$150,000-$225,000; discretionary bonus + productio...
On-site
High net worth client relationships
Wealth and investment strategy
Client outreach and engagement
The Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business

Job Summary

  • The Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business.
  • The SRM will manage high net worth client relationships across all products and services, focusing on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, expanding client connectivity, retaining assets, and growing assets.
  • This role is eligible for a discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of our total comprehensive package.

Matching Summary

The Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business.

Salary

$150,000-$225,000; Discretionary bonus and production compensation; Comprehensive benefits package

Skills & Requirements

Must-have

  • High net worth client relationships
  • Wealth and investment strategy
  • Client outreach and engagement
  • Leveraging technology for client engagement

Nice-to-have

  • Community involvement
  • Networking
  • Client events and entertainment

Key Requirements

  • Several years of experience with high-net-worth clients
  • Series 7 and 66 required
  • CFP® designation ideal
  • Proficiency in eMoney software helpful

Work Rights

Not specified

Tailored Resume

Cover Letter