Senior Client Associate/Vice President, Institutional
As a key member of the West region sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including Public Corporate Plans, Endowments & Foundations and other institutional investor segments. The primary objective is to increase assets under management across all asset class disciplines including Equites, Fixed Income and Alternatives. This hire will work closely with the rest of the institutional business development, relationship management, client service and consultant relations professionals in the US.
Key responsibilities and duties include, but are not limited to:
• Organize and expand a successful marketing and sales strategy around a focused territory in the Southwest region in line with the firm's overall strategy, which targets Pensions, Endowments & Foundations and other institutional channels. Asset growth will be achieved through winning new mandates from current clients of Neuberger Berman as well as qualified prospects within the region
• Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives)
• Effectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman
• Communicate substantive client activity with the firm through written call notes
• Integrate the direct sales program with the consultant marketing program of the firm in close partnership
• Determine team, agenda, and materials necessary for all presentations involving other firm professionals
• Accurately and successfully represent the firm to the outside world in various public forums
Pivotal Experience & Expertise:
• Minimum of 7 years’ experience in an institutional sales role at an investment management firm
• Extensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments & Foundations and other institutional channels in the Western region
• Successful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients
• Demonstrated ability to represent a multiple-product firm across both publics and privates
• Excellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutions
• Proven success in building long-term relationships
• Proven success in presenting during “finals” meetings, leveraging a keen understanding of the sales cycle
Leadership Capabilities:
• Effective at leading, influencing and communicating with varying levels of expertise internally and externally
• Superior verbal and written communicator who can effectively toggle from teamwork to independent execution
• Highly collaborative and fosters a strong team-oriented approach
• Committed to intellectual honesty, integrity and adherence to the highest ethical standards. Trustworthy, adaptable, resilient and transparent
• Creative, yet pragmatic; challenges the status quo and helps the organization to overcome hurdles and build momentum and new capabilities with a sense of urgency
• Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals
• High confidence and ability/willingness to drive decisions
Cultural Impact:
• Acts with Integrity and Authenticity - Operates with transparency, and authenticity, showing sincere interest in points of view of others. Can tease out motivating factors and align interests
• Builds Collaborative Relationships - Effectively influences/brings others along, aligning internal and external stakeholders
• Communicates Effectively - Understands the needs and perspectives of others and tailor’s delivery accordingly; shares information appropriately; actively listens
• Demonstrates Flexibility and Supports Change - Effectively navigates and drives change; comfortably assesses risk and problem solves; and demonstrates agility, flexibility and adaptability
• Drives Vision and Purpose - Clearly connects the company’s strategy and the needs of its client base to the activities of the investor relations function
• Works well in a growing, fast paced environment which values direct communication
#LI-JG3
#LI-Hybrid
Compensation Details
The salary range for this role is $110,000-$130,000. 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 [email protected].
Learn about the Applicant Privacy Notice.
Apply Now
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Key responsibilities and duties include, but are not limited to:
• Organize and expand a successful marketing and sales strategy around a focused territory in the Southwest region in line with the firm's overall strategy, which targets Pensions, Endowments & Foundations and other institutional channels. Asset growth will be achieved through winning new mandates from current clients of Neuberger Berman as well as qualified prospects within the region
• Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives)
• Effectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman
• Communicate substantive client activity with the firm through written call notes
• Integrate the direct sales program with the consultant marketing program of the firm in close partnership
• Determine team, agenda, and materials necessary for all presentations involving other firm professionals
• Accurately and successfully represent the firm to the outside world in various public forums
Pivotal Experience & Expertise:
• Minimum of 7 years’ experience in an institutional sales role at an investment management firm
• Extensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments & Foundations and other institutional channels in the Western region
• Successful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients
• Demonstrated ability to represent a multiple-product firm across both publics and privates
• Excellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutions
• Proven success in building long-term relationships
• Proven success in presenting during “finals” meetings, leveraging a keen understanding of the sales cycle
Leadership Capabilities:
• Effective at leading, influencing and communicating with varying levels of expertise internally and externally
• Superior verbal and written communicator who can effectively toggle from teamwork to independent execution
• Highly collaborative and fosters a strong team-oriented approach
• Committed to intellectual honesty, integrity and adherence to the highest ethical standards. Trustworthy, adaptable, resilient and transparent
• Creative, yet pragmatic; challenges the status quo and helps the organization to overcome hurdles and build momentum and new capabilities with a sense of urgency
• Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals
• High confidence and ability/willingness to drive decisions
Cultural Impact:
• Acts with Integrity and Authenticity - Operates with transparency, and authenticity, showing sincere interest in points of view of others. Can tease out motivating factors and align interests
• Builds Collaborative Relationships - Effectively influences/brings others along, aligning internal and external stakeholders
• Communicates Effectively - Understands the needs and perspectives of others and tailor’s delivery accordingly; shares information appropriately; actively listens
• Demonstrates Flexibility and Supports Change - Effectively navigates and drives change; comfortably assesses risk and problem solves; and demonstrates agility, flexibility and adaptability
• Drives Vision and Purpose - Clearly connects the company’s strategy and the needs of its client base to the activities of the investor relations function
• Works well in a growing, fast paced environment which values direct communication
#LI-JG3
#LI-Hybrid
Compensation Details
The salary range for this role is $110,000-$130,000. 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 [email protected].
Learn about the Applicant Privacy Notice.
Apply Now
Apply Now