Client Advisory Specialist

Client Advisory Specialist will serve as a multi-territory coordinator, partnering with field sales team to cover financial advisors, and collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and data/analytics teams to deliver resources and capabilities to clients.

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