Client Advisory Specialist

The Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, and collaborating with various teams to deliver Neuberger Berman’s resources and capabilities to clients. Primary functions include data-driven business planning, engaging clients, and driving business development through market-level partnerships.

Requirements

• Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients
• Leverage data and field knowledge to optimize and scale territory coverage
• Engage clients through service to deepen and expand existing relationships
• Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities
• Align with home office coverage to prioritize Neuberger Berman’s resources for relevance across partner firms and advisor segments
• Scale the allocation of firm resources with a focus on driving leverage
• Build brand and deepen advisor relationships through consistent, value-added engagement.

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits