Role OverviewThe Relationship Manager is responsible for managing and growing strategic relationships with major financial institutions, specifically broker dealers and wirehouses.
What You Will Do
Responsibilities include setting growth strategies, leading execution, owning and co-managing senior level relationships, negotiating contracts, and representing Neuberger to senior stakeholders.
Why It Might Be a Fit
The ideal candidate will have a minimum of 10 years' experience in asset management distribution or national accounts, with a strong preference for wirehouse and broker dealer platform relationships.
Requirements
- Minimum of 10 years' experience in asset management distribution or national accounts
- Wirehouse and broker dealer platform relationships strongly preferred
- Bachelor's degree required; MBA or CFA, CAIA, or CIMA a plus
- SIE, Series 7, and 66 or SIE, Series 7, 63, and 65 required (or 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/net flows within assigned accounts
- Strong relationship management and/or client service skills
- Excellent investment and capital markets acumen
- Ability to effectively communicate and position complex financial instruments and investment processes to a sophisticated client base
- Strong organizational skills with keen attention to detail and follow-up
- Capacity to adjust to multiple demands and shifting priorities in a fast-paced environment
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Other benefits to eligible employees
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