RIA Enterprise Associate
RIA Enterprise Associate
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 90000 - 115000
1 Vacancy
Job Description
The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management investment solutions and capital markets insights to Enterprise RIA clients and addition to supporting and servicing existing clients the Enterprise RIA Associate will actively participate in business development and prospecting initiatives to drive the growth and expansion of the firms client base.
Responsibilities:
Collaborate with senior relationship managers to actively co-manage existing NB relationships providing world class service to all
Effectively profile clients developing a deep understanding of client-specific investment goals and objectives understand investment processes etc.
Provide insightful commentary regarding market movements economic and industry trends and position NB solutions for cross sell opportunities appropriately
Provide clients with accurate performance attribution portfolio strategy and market performance; summarize and explain complex financial and economic concepts to educate clients
Liaise with other internal teams (marketing performance analytics operations legal & compliance) to ensure client needs are met
Schedule attend and provide appropriate follow up for client meetings
Maintain deliverable tracker providing both proactive & reactive outreach to our clients and prospects
Oversee relationship management at NB home office be the go-to resource for any problem resolution or ad-hoc inquiries facilitate onsite client meetings with NB investment professionals and senior management leverage all internal resources to help enrich client experience and forge long lasting relationships between the client and NB
Requirements:
Minimum of 3-5 years industry experience
Excellent investment and capital markets acumen
Familiarity with Private Equity Hedge Funds and other sophisticated asset classes
Ability to effectively communicate and position complex financial instruments and investment processes
Strong organizational skills with a keen attention to detail and follow-up
Capacity to adjust to multiple demands and shifting priorities in a fast-paced environment
Series 7 and 66 preferred (or obtained within 6 months of start date)
#LI-JG3
#LI-Hybrid
Compensation Details
The salary range for this role is $90000-$115000. 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 revenue-based 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
