Relationship Manager

Neuberger Berman•New York, NY

5d•Hybrid

About The Position

The Relationship Manager manages and grows strategic relationships with major financial institutions, particularly broker dealers and wirehouses. Serving as Neuberger’s primary liaison to these institutions, the role develops account growth strategies and drives the firm’s growth across relevant client business lines. The Relationship Manager works with senior client stakeholders and Neuberger sales leaders, represents client needs internally, and coordinates firm resources to support commercial objectives. The position also supports platform access and product positioning, develops field engagement strategies, monitors product economics and market activity, and provides market and investment insights to clients and internal stakeholders. It serves as a primary resource for client problem resolution and inquiries, coordinates internal teams, and facilitates meetings with Neuberger investment professionals and senior management.

Requirements

At least 10 years of experience in asset-management distribution or national accounts.
A bachelor's degree.
SIE, Series 7, and Series 66, or SIE, Series 7, Series 63, and Series 65; required licenses may be obtained within 3–6 months of joining.
Deep knowledge of due diligence processes, platform economics, and product-placement dynamics.
Demonstrated track record of growing AUM or net flows within assigned accounts.
Strong relationship-management and/or client-service skills.
Excellent investment and capital-markets acumen.
Ability to communicate and position complex financial instruments and investment processes effectively to a sophisticated client base.
Strong organizational skills, attention to detail, and follow-up.
Ability to manage multiple demands and shifting priorities in a fast-paced environment.
Authorization and the right to work in the country where the role is located without current or future sponsorship.

Nice To Haves

Wirehouse and broker-dealer platform relationships.
An MBA or CFA, CAIA, or CIMA designation.

Responsibilities

Set and execute long-term growth strategies at assigned partner firms, aligned with commercial objectives.
Own and co-manage senior relationships at national accounts and navigate relevant areas of client firms, including wealth management, asset management, and banking or markets where applicable.
Develop business plans with Neuberger sales leaders and co-own commercial outcomes with field leaders.
Leverage Neuberger resources, including C-suite leadership, investment teams, and intermediary specialists.
Negotiate contracts and agreements, including revenue-share arrangements, SMA and ETF amendments, private-markets agreements, and data or conference requirements.
Represent Neuberger to senior stakeholders, advocate for clients internally, and resolve problems promptly and professionally.
Work with sales, product, and marketing teams to secure platform approvals, preferred-list placement, and model wins; participate in due diligence meetings, final presentations, and RFI/RFP responses.
Lead internal product-development working groups where appropriate and co-architect solutions with clients.
Identify opportunities for Neuberger to increase its share of client product shelves.
Monitor product economics, including gross sales, AUM, revenue, revenue share, and 12b-1 or sub-TA fees, and identify opportunities to improve vehicle margins.
Identify priority territories for distribution-team engagement.
Develop a comprehensive center-of-influence strategy with Neuberger specialists and advisor consultants, and partner with advisory sales desks to build these relationships.
Help Advisor Consultants navigate partner firms, provide access where applicable, and keep them informed about trends, patterns, and firm dynamics.
Represent clients on internal calls and meetings.
Monitor industry trends and translate them into actionable account strategies.
Provide commentary on market movements, economic and industry trends, and product and portfolio updates; deliver performance attribution and strategy insights and explain complex financial concepts for client education.
Track and report sales trends, redemption activity, and competitive positioning, and deliver regular business reviews to internal stakeholders and senior leadership.
Serve as the primary home-office resource for problem resolution and ad hoc inquiries, engaging internal stakeholders to address client, operational, or compliance issues.
Facilitate onsite client meetings with Neuberger investment professionals and senior management.
Coordinate with marketing, performance, analytics, operations, legal, and compliance teams to meet client needs and maintain cross-functional working relationships.