As part of the newly created Client Advisory Specialist team, the primary responsibility of the Client Advisory Analyst is to support the Client Advisory Specialists and Advisor Consultants to build and maintain the intermediary sales team’s growing business. **Responsibilities** + Support the Broker-Dealer field sales team in all aspects of building and maintaining client partnerships with financial advisors and centers of influence + Develop strong relationships with groups within NB to articulate, process and resolve client requests and manage deadlines; ensure a superior client experience by coordinating deliverables with the sales team, specialists, home office relationship managers and the marketing team + Analyze competitive landscape and portfolio characteristics across strategies for product onboarding, research advocacy, and discretionary model placement + Prepare analytical reports and support the sales team through the pipeline management process + Play an integral role in creating client deliverables; engage with colleagues for periodic/ad hoc requests and maintain quality control oversight + Assist with client database (SalesForce.com) management and identification of opportunities across client segments + Support Client Advisory Specialists and Advisor Consultants with event and sponsorship planning + Create customized presentations on the state of our business for senior management and key internal stakeholders **Qualifications** + Minimum 1-3 years’ asset management sales or marketing experience (intermediary or institutional experience preferred) + Excellent interpersonal, written, verbal and communication skills; ability to thrive in a fast-paced, collaborative environment + Detail-oriented with strong organizational and follow up skills + Ability to work independently and manage/prioritize multiple projects; coordinate with various internal stakeholders + Proficient in Excel, PowerPoint and Morningstar + Highly motivated with a self-starter mindset + Strong interest in investments, investment products, asset allocation and capital markets + Progress toward CFA or CAIA is a plus, but not required + Series 7, 63 and 65 or Series 7 and 66 licenses required (or obtained within 6 months of hire) \#LI-JG3 \#LI-Hybrid Compensation Details The salary range for this role is $75,000-$85,000. 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 New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. 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/affirmative_ _action 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_ _._ _Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/linkedin