Relationship Manager - Private Bank & U.S. Offshore

Company: Neuberger Berman
Location: New York
Posted on: March 20, 2023

Job Description:

Information regarding Neuberger Berman's privacy policy is available under Important Links on http://www.nb.com . Relationship Manager - Private Bank & U.S. Offshore page is loaded Relationship Manager - Private Bank & U.S. Offshore Apply locations New York, NY time type Full time posted on Posted Yesterday job requisition id R0007962 Neuberger Berman is seeking a Relationship Manager to join the Private Bank Coverage Team in New York. The Relationship Manager is responsible for collaborating with senior colleagues to deliver a best-in-class client experience to existing strategic and emerging Bank and U.S. Offshore relationships. - Primary Responsibilities:

• Manage the day-to-day relationship to support existing business for Private Bank and U.S. Offshore clients, partnering with senior members of the coverage team to grow and retain assets.
• Coordinate and lead quarterly portfolio review calls and due diligence meetings.
• Travel to meet with home office client relationships, coordinate manager meetings and PM updates.
• Partner with senior team colleagues to research, build and propose strategic growth plans for existing client relationships.
• Liaise with legal, product, marketing and RFP colleagues for quarterly, annual and ad hoc requests.
• Partner with Operations to onboard new mandates and resolve issues.
• Manage quarterly client outreach and distribution of attribution and commentary. Requirements:
  • Proven track record working with clients, preferably in Intermediary distribution
  • 5 - 8 years of industry experience including working on a client coverage team.
  • Ability to effectively communicate capital markets views and position complex investment products to clients.
  • Proven success working within a fast-paced dynamic team environment.
  • Strong organizational skills with a keen attention to detail and follow up.
  • Capacity to adjust to multiple demands and shifting priorities. -
  • Undergraduate Degree required (MBA, CFA or other relevant distinctions preferred).
  • Series 7, 31, 63 and 65/66 preferred.Compensation DetailsThe salary range for this role is $155,000-$205,000. 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 New York City. 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 onlineaccommodations@nb.com .Learn about the Applicant Privacy Notice . Similar Jobs (1) Private Markets Client Reporting Senior Associate/Vice President locations New York, NY time type Full time posted on Posted 21 Days Ago About Us Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $408 billion in client assets (as of September 30, 2022) 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 7 00-plus investment professionals and more than 2,600 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). EQUITY, INCLUSION & DIVERSITYNeuberger Berman strongly embraces the principles of Equity, Inclusion and Diversity ("EID") - they are deeply engrained in our culture and are a fundamental part of our long-term business strategy. We firmly believe in fostering an environment, in which all of our people are respected and have an equitable opportunity to flourish and be their best selves. We believe having a diversity of perspectives strengthens our ability to deliver attractive outcomes for our clients and makes us a better organization.
    • Empowering is about our people having a voice and the ability and autonomy to contribute materially to the firm. As an employee-owned firm, we lean heavily on employee feedback and guidance, including through a series of surveys (e.g., our anonymous employee engagement survey and topic specific pulse surveys). We also provide many opportunities to contribute outside of the day-to-day, including through cross functional committees and firm-wide projects.
      • Developing is about our people having the resources, tools, and experiences to grow professionally and personally. As part of this, our colleagues and managers can leverage a broad array of offerings on our HCM Learning platform as part of a personalized career path plan that focuses intently on individual circumstances and objectives.
        • Supporting is about our people having the opportunity to be themselves, connect within NB and live a balanced life. Our Employee Resource Groups help to drive a greater sense of fellowship and build stronger connections across our firm. Through NB Wellness, NB Impacts (philanthropy) and Employee Investment Solutions (financial wellness), we take a holistic approach to ensure our colleagues have the resources they need to realize their personal goals.Our people and our culture are our greatest assets. We remain deeply committed to our EID values and to ensuring Neuberger Berman remains a best-in-class place to work. For important disclosures: http://www.nb.com/linkedin

Keywords: Neuberger Berman, New York , Relationship Manager - Private Bank & U.S. Offshore, Executive , New York, New York