Client Advisory Specialist
Neuberger BermanNew York, New York, United States
Posted February 25, 2026
185000 - 200000 USD
Full Time
About the Company
Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with over 2,800 employees in 26 countries. The firm manages $538 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm has been named by Pensions & Investments as the #1 or #2 Best Place to Work in Money Management for each of the last eleven years (firms with more than 1,000 employees). Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of June 30, 2025.
Job Description
The Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, and collaborate with leadership, investment teams, and data/analytics teams to deliver Neuberger Berman's resources and capabilities to clients. Primary functions include data-driven business planning, deepening engagement with existing clients, supporting and developing new opportunities, 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
- Professionally manage pipeline opportunities in partnership with Advisor Consultants
- 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
