Alternatives Client Advisor

Atlanta, GA, United States

Summary

The Alternative Investment Product Specialist will work with Neuberger’s Investment, National Accounts and Intermediary Sales teams to educate them about Alternative offerings to advocate, educate and sell Neuberger’s Alternatives suite of products. The role will involve one-on-one and group presentations, conference calls, and coordination and preparation of strategy materials and white papers. The Alternative Investment Product Specialist will work closely with marketing and sales professionals so that they can be more effective in communicating alternative strategies and products with their clients and prospects. The Alternative Investment Product Specialist must have excellent interpersonal, organizational and communication skills, a deep understanding of the equity, derivative, and fixed income markets, and the ability to work well in a collaborative environment.

Responsibilities

• Develop a deep understanding of NB Alternative products and strategies

• Serve as the primary internal and client-facing point of contact for the illiquid alternatives platform

• Provide clients, prospects, consultants, and intermediaries with updates about the alternatives products, including existing offerings and new products

• Present support and guidance to NB National Field Force on suite of Alternative Investment solutions in order to drive utilization and education of those solutions and satisfy client needs and objectives

• Travel frequently to various domestic locations to attend client meetings and promote new business opportunities

• Facilitate and promote new business opportunities along with NB’s sales force

• Prepare presentations, white papers, market updates, and other deliverables

• Responsible for shaping product marketing, emphasizing consistency and refinement through analysis of market demand, competitor offerings and performance review

• Ensure materials and communications going to clients are of excellent quality and consistency

Research and resolve client issues

• Develop and maintain good working relationships with all areas of NB to promote good will and create cross-product opportunities

Requirements

• Candidate must have 10 + years of capital markets experience in either a sales, investment, or investor relations with a minimum of 5 years prior experience within alternative investments

• Strong analytical skills and attention to detail

• Strong organizational skills and ability to prioritize projects

• Undergraduate degree in business administration, marketing or finance (CFA, CAIA or MBA a plus)

• Series 7, 63, 24, 65 or 66 (or obtained within 6 months of hire)

Location: Open to candidates who are located in Atlanta, GA, Metro DC, Metro Philadelphia , or Charlotte, NC

Compensation Details

The salary range for this role is $225,000-$275,000. 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 [email protected] .

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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 $439 billion in client assets (as of September 30, 2023) 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 700-plus investment professionals and more than 2,700 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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