Client Analyst - Retirement
Neuberger BermanNew York, New York, United States
Posted February 16, 2026
80000 - 95000 USD
Full Time
About the Company
Neuberger Berman is an employee-owned investment manager with a focus on diverse, global financial strategies.
Job Description
The Client Analyst - Retirement will support the firm's Retirement business, including the Defined Contribution Investment Only (DCIO) Business Development professionals and senior Retirement Relationship Managers.
Requirements
- 1-3 years asset management sales or marketing experience preferred (intermediary or institutional)
- Detail-oriented with strong organizational and follow up skills
- Ability to work independently and manage/prioritize multiple projects, coordinating with numerous internal groups
- Superior interpersonal, written and verbal communication skills
- Proficiency in Word, Excel, PowerPoint
- Familiarity with Salesforce or other CRM interfaces
- Familiarity with AI tools
- Team player, highly motivated, eager to learn and coachable
- Strong interest in investments, investment products, asset allocation and capital markets.
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Other benefits
