Private Markets Specialist

Neuberger is seeking aPrivate Markets Specialistto join its North American Intermediary Sales team in New York. This is a high-visibility client-facing role that sits at the intersection of private markets expertise and financial advisor engagement. The Specialist will serve as a subject matter authority on Neubergers registered private equity platform partnering closely with Client Advisors to drive fundraising deepen advisor relationships and expand private markets literacy across the US intermediary channel.

This role is ideal for a motivated investment professional who is equally comfortable in front of clients as they are behind the data someone who can translate complex private markets concepts into compelling narratives for financial advisors and their clients.

Responsibilities

Sales & Fundraising Support

• Partner with Client Advisors and the broader Alternatives Specialist team to support registered private equity fundraising across US financial intermediary channels

• Serve as a key point of contact for financial advisors navigating Neubergers suite of registered PE products from initial education through subscription and beyond

• Drive advisor engagement by delivering high-quality investment content market commentary and product updates that reinforce conviction and accelerate the sales cycle

• Proactively uncover new opportunities and prospective advisor targets through outbound email and phone outreach building and expanding the pipeline within assigned channels

Client & Advisor Education

• Educate financial advisors and their end clients on private equity fundamentals including market dynamics fund structures liquidity considerations and expected investment outcomes

• Develop and deliver compelling presentations both in-person and virtually tailored to advisor sophistication and client profile

• Host and facilitate group virtual events (Zoom) with advisors and clients to discuss private markets trends and Neubergers registered PE offerings

Market Intelligence & Competitive Analysis

• Conduct ongoing competitive analysis and research to monitor peer offerings market positioning and emerging trends within the registered private markets landscape

• Leverage competitive insights to inform sales messaging anticipate advisor objections and sharpen Neubergers differentiated value proposition

Internal Coordination & Collaboration

• Serve as a connector across internal stakeholders including the Private Markets Investment Team Sales Management Client Advisors and Marketing to ensure cohesive messaging and seamless execution

• Partner closely with the Marketing and Investment teams on the development refinement and maintenance of sales collateral ensuring materials are current accurate and aligned with the firms positioning

• Contribute to the development of sales materials talking points and market updates in collaboration with the investment and marketing teams

Qualifications

Experience & Education

• Bachelors degree in Finance Economics Business or a related field; strong academic record required

• 6 years of relevant professional experience in finance investment management private equity investment banking or a related field

• Prior experience in a client-facing or sales-adjacent role within alternatives or wealth management strongly preferred

Skills & Competencies

• Deep understanding of private markets including private equity structures fund mechanics and the registered product landscape (e.g. interval funds tender offer funds BDCs)

• Exceptional communication skills able to distill complex investment concepts into clear persuasive narratives for both sophisticated and emerging-private-markets audiences

• Strong presentation skills with demonstrated ability to engage and influence advisor audiences in both one-on-one and group settings

• Highly organized with strong project management capabilities and meticulous attention to detail

• Demonstrated ability to manage multiple priorities independently in a fast-paced deadline-driven environment

• Collaborative team-first orientation with the maturity and judgment to navigate complex internal and external relationships

Licensing

• Series 7 63 and 65 or Series 7 and 66 required within 90 days of hire

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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $180000-$210000. 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 retirement life insurance and other benefits to eligible employees.

Neuberger 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 .

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