As a member of the Enterprise RIA team, the primary responsibility of the RIA Enterprise Analyst is to support with team initiatives and ongoing key account management and development. The RIA Enterprise Analyst must possess excellent interpersonal, organizational, and communication skills and the ability to work effectively in a collaborative environment.

Responsibilities

Support the Enterprise RIA team with initiatives pertaining to team planning, fundraising, marketing, CRM as well as ad hoc projects

Support the Home Office in all aspects of building and maintaining client partnerships with Turnkey Asset Management Platforms (TAMPs), RIA-Aggregators, and Multi-Family Offices

Streamline the client database (SalesForce.com) management to enable proper team coverage, prospect identification, and key firm information storage

Utilize third-party data resources (RIA Database, Discovery Data, Dakota) to identify leads within specific territories and or investment categories

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 legal client service, reporting, marketing, RFP, and portfolio management teams

Participate in due diligence calls with clients and prospects: prepare pre-meeting materials, assist with call notes, and follow up with items in a timely manner

Create customized presentations on the state of our business for senior management and key internal stakeholders

Qualifications

1-3 years of industry experience desired.

Proficient in Excel, PowerPoint, and Salesforce; strong technical skills are a must and will be utilized to work with large datasets in Excel and effectively visualize information in PowerPoint

Detail-oriented with strong organizational and communication skills (interpersonal, written and verbal)

Ability to work independently and manage/prioritize multiple projects, coordinating with numerous internal groups

Team player, highly motivated, and curious

Strong interest in investments, investment products, sales enablement, and relationship management

Comfortable working in a fast-paced, dynamic, evolving environment; capacity and ability to adjust to multiple demands and shifting priorities

Series 7, 63/65 and 31 or Series 7, 66, and 31 licenses required within 6 months of employment

Progress toward CFA or CAIA is a plus, but not required

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Compensation Details

The salary range for this role is $65,000-$80,000. 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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