Client Advisory Specialist
Neuberger Berman(3 months ago)
About this role
The Client Advisory Specialist will be a key member of the newly established Client Advisory Team, focused on partnering with field sales teams to support financial advisors across multiple territories. This role entails internal collaboration with various departments to leverage Neuberger Berman’s resources for client engagement and business development, aiming to strengthen existing client relationships and identify new opportunities.
Required Skills
- Client Engagement
- Business Development
- Data Analysis
- Process Management
Qualifications
- CFA
- CAIA
- Series 7
- Series 63/65 or 66
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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