Client Analyst - Retirement

Neuberger Berman is a leading investment management firm, and they are seeking a Client Analyst to support their Retirement business. The role involves assisting Business Development professionals and Relationship Managers in fostering client partnerships and ensuring a superior client experience.

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

Skills

• 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

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits

Company Overview