The broker-dealer channel is responsible for the distribution of mutual funds, separately managed accounts and alternative investments to wirehouses, regional broker dealers and independent broker dealers. This role is responsible for supporting the BD National Accounts Research Director in their efforts to grow and deepen designated BD relationships through their home offices which include coverage of platform/onboarding, research due diligence/manager selection and portfolio construction teams.

Responsibilities:

• Collaborate with the team’s Research Director to organize and manage existing broker-dealer manager research relationships by providing efficient and thorough client service to sophisticated, investment-oriented clients.

• Arrange and manage a demanding schedule of in-person and external client meetings while preparing senior internal constituents for upcoming client meetings

• Coordinate and facilitate the RFP process from start to finish (work with RFP Group, portfolio management teams, BD National Accounts team)

• Effectively profile clients, developing a deep understanding of client-specific investment goals and objectives, understanding investment processes, etc.

• Provide insightful commentary regarding market movements, economic and industry trends, and position NB solutions for cross – sell opportunities appropriately

• Liaise with other internal teams (marketing, performance, analytics, operations, legal & compliance) to ensure client needs are met

• Entertain clients in various social settings including sporting events and dinners.

Requirements:

• 4+ years asset management, sales or marketing experience

• Proficient in Excel, PowerPoint, Salesforce and Morningstar®

• Additional academic achievements highly important (CFA, MBA, CAIA, CIMA, etc.)

• Strong analytic and sales skills

• Effective presenter both orally and in written form

• Detail-oriented with strong organizational and follow up skills

• Ability to work independently and manage/prioritize multiple projects

• Team-player attitude and a desire to work on a wide range of projects

• Series 7, 63 and 65 or Series 7 and 66 licenses required within first six months of employment

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Compensation Details

The salary range for this role is $120,000-$150,000. 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 employee’s 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, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman 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 onlineaccommodations@nb.com.

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