Client Analyst - Retirement

Neuberger Berman•New York, NY

2d•$75,000 - $90,000•Hybrid

About The Position

As a member of the North American Intermediary sales team, the primary responsibility of the Retirement Analyst is to support the firm's Retirement business, including the Defined Contribution Investment Only (DCIO) Business Development professionals and senior Retirement Relationship Managers. The role involves supporting business development professionals and relationship managers in all aspects of building and maintaining client partnerships with Retirement Clients, including various retirement-focused advisors, Recordkeeping Platforms, Trust Companies, TPAs, and other home offices. The analyst will develop strong relationships with internal firm groups to articulate, process, and resolve client requests, manage deadlines, and ensure a superior client experience by coordinating deliverables with legal, compliance, operations, client service, reporting, marketing, RFP, and portfolio management teams. This role will also drive internal process improvement and data insights to help grow sales, play an integral role in creating client deliverables pre and post engagement, handle ad hoc requests, and maintain quality control oversight. Additionally, the analyst will assist with client database (Salesforce) management, identification of new prospects, initial outreach and research of institutional DC companies, and analyze the competitive landscape and portfolio characteristics using investment research tools. The role also involves creating customized presentations for senior management and key internal stakeholders.

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.
Enjoys a fast paced, high intensity environment
SIE, Series 7, and 66 licenses required within 6 months of employment
Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Responsibilities

Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients including: All types of retirement focused advisors but also Recordkeeping Platforms, Trust Companies, TPAs, and other home offices
Develop strong relationships with internal firm groups to articulate, process and resolve client requests and manage deadlines. Ensure a superior client experience by coordinating deliverables with legal, compliance, operations, client service, reporting, marketing, RFP, and portfolio management teams
Drive internal process improvement and data insights to help grow sales
Play an integral role in creating client deliverables pre and post engagement, handling ad hoc requests and maintaining quality control oversight
Assist with client database (Salesforce) management and identification of new prospects for both intermediary and institutional contacts
Assist with initial outreach and research of institutional DC companies to support Business Development professionals
Analyze competitive landscape and portfolio characteristics across strategies using various investment research tools (e.g. Morningstar), for product onboarding, research advocacy, and discretionary model placement
Create customized presentations on the state of our business for senior management and key internal stakeholders