Client Analyst
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. 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
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
- Neuberger Berman is unable to offer visa sponsorship for this position. 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
Benefits
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
