Summary
The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory in the western half of the United States. The CA’s objective is to help grow the business in the territory by collaborating with the Managing Director on larger accounts and independently covering additional accounts.
Responsibilities
Partner with the team in every aspect of the business development process from the initial research all the way through to the final closing of business. The VP must be able to own the full sales process and engage in all aspects. Responsibilities can be grouped into three main categories (1) deep knowledge of the territory (2) develop a deep understanding of Neuberger Berman’s investment capabilities and (3) helping allocators in the territory solve their investment problems.
Deep knowledge of territory
Organization level: Research news articles, databases, public meeting minutes, etc. focused on ensuring we are reaching out to the right people, at the right time, with the right content.
Contact level: Building and deepening relationships with contacts at conferences, in person meetings or virtually.
Develop deep understanding of Neuberger Berman’s investment capabilities.
Liaise and establish strong relationships with internal investment teams.
Ability to succinctly articulate both verbally and in writing the key features of the platform and investment strategies.
Help Allocators in the territory solve their investment problems
Increasing the number of new pipeline opportunities by identifying new opportunities, helping with RFP’s, helping with targeted sales campaigns, and custom one off out reach.
Progressing current pipeline opportunities through the final sale.
Qualifications
7-10 years of direct institutional sales experience from the buy-side and/or sell-side.
Experience covering “real money” clients, such as pension, endowments/foundations and/or single family offices is preferred but not required.
Sophisticated in markets and covering complex clients.
Knowledge of portfolio construction and role in portfolios of various asset classes.
Knowledge of multiple asset classes is preferred; exhibits high degree of interest in financial. markets and investment strategy; interest in expanding knowledge across a range of asset classes.
Strong achievement in undergraduate degree.
MBA is plus but not required.
Willing to roll up sleeves and get things done.
Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems.
Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment.
Detail-oriented with strong organizational and follow up skills.
Strong analytical and problem-solving skills.
Excellent written and oral communication skills.
Proficient in Microsoft Word, Excel, PowerPoint, Onenote and other tools such as evestment.
Series 7 & 66 licenses required.
Applicant must be based in the San Francisco metropolitan area, and is expected to be in the San Francisco office or traveling (3-4) days / week; i.e. working from home (1-2) days / week.
Compensation Details
The salary range for this role is $150,000-$150,000. 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 California. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. 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/affirmative action 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 .
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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
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