Alternatives Investor Relations Specialist
Neuberger Berman Group
Neuberger Berman is seeking an Alternatives Investor Relations Specialist to join the North American Intermediary Sales team in New York. As a member of this team, the Alternatives Investor Relations Specialist
will support the team in building and maintaining Neuberger Berman’s expanding Alternatives franchise across the Intermediary Platform.
Key Responsibilities:
Assist Alternative Specialists in all aspects of developing and sustaining client relationships with partner firms, their sales teams, and Advisors across NB’s Intermediary Platform.
Liaison between Investment Teams, Marketing, Business Analytics and Operations/Finance to clearly articulate investment strategies, resolve client requests, and manage deadlines. Ensure exceptional client experience by being proactive and responsive in all partner interactions including facilitating subscriptions, redemptions and account transfers among other related client servicing requests
Proactively call investors and prospects to provide investment updates, build relationships, prospect for new business, identify and close sales opportunities, follow up, and provide ongoing client service.
Serve as a resource to advisors by developing and maintaining comprehensive knowledge of Neuberger Berman products, competitive intelligence, industry trends, and the dynamics within partner firms.
Participate in client due diligence calls, assist with call notes, and ensure timely follow-up on action items.
Assist in managing the client database on Salesforce, including identifying new prospects.
Qualifications:
Strong academic track record.
1–3 years of experience in asset management sales or marketing (intermediary or institutional experience preferred).
Detail-oriented with excellent organizational and follow-up skills.
Ability to work independently, prioritize multiple projects, and coordinate with various internal and external stakeholders.
Exceptional interpersonal, written, and verbal communication skills.
Proficiency in Excel, PowerPoint, and Salesforce.
Highly motivated team player.
Strong interest in investments, investment products, asset allocation, and capital markets.
Thrives in a fast-paced, high-intensity environment.
Series 7, 63, and 65, or Series 7 and 66 licenses are required within 90 days of employment.
Progress toward CFA designation or willingness to pursue is a plus but not required.
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Compensation Details
The salary range for this role is $130,000-$160,000. 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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