Client Analyst
Client Analyst
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$ 65000 - 80000
1 Vacancy
Job Description
Summary:
As a member of the North American Intermediary sales team the primary responsibility of the Analyst is to support senior Private Bank Sub Advised and Retirement Relationship Managers and Business Development professionals to build and maintain the teams growing business.
Responsibilities:
- Support Relationship Managers and Business Development professionals in all aspects of building and maintaining client partnerships with Private Banks Sub Advised and Retirement Platforms.
- Develop strong relationships with groups within NB to articulate process and resolve client requests and manage deadlines. Ensure a superior client experience by coordinating deliverables with legal compliance operations client service reporting marketing RFP and portfolio management teams.
- Prepare pre and postmeeting materials agendas and other materials for internal participants based on client relationship and meeting objectives.
- Participate in due diligence calls with clients assist with call notes and follow up items in a timely manner.
- Play an integral role in creating client deliverables engaging with colleagues for periodic / ad hoc requests and maintaining quality control oversight
- Assist with client database (SalesForce) management and identification of new prospects.
- Support Relationship Managers with conference and sponsorship planning.
- Analyze competitive landscape and portfolio characteristics across strategies for product onboarding research advocacy and discretionary model placement.
- Create customized presentations on the state of our business for senior management and key internal stakeholders.
Qualifications:
- 13 years asset management sales or marketing experience (intermediary or institutional experience preferred).
- Detailoriented with strong organizational and follow up skills.
- Ability to work independently and manage/prioritize multiple projects coordinating with numerous internal groups.
- Superior interpersonal written and verbal communication skills.
- Proficient in Excel PowerPoint and Morningstar.
- Team player and highly motivated.
Strong interest in investments investment products asset allocation and capital markets.
Enjoys a fast paced high intensity environment.
Series 7 63 and 65 or Series 7 and 66 licenses required within 90 days of employment.
Progress toward CFA or CAIA is a plus but not required.
Compensation Details
The salary range for this role is $65000$80000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenuebased metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
Learn about the Applicant Privacy Notice.
Required Experience:
IC
Employment Type
Full-Time
