Summary The Private Wealth (PW) business at Neuberger Berman is comprised of approximately 43 advisory teams managing $72bn in assets for a diverse clientele. At PW, we offer comprehensive wealth strategies and investment management solutions, spanning equities, fixed income, private equity, and uncorrelated strategies. The PW Business Control Team is a relatively new, high-impact unit focused on strategic initiatives for PW. As a Business Contro...
Summary As a leading asset manager with a history of successfully managing institutional assets, NB is well positioned to capitalize on trends both in favor of additional outsourcing as well as additional focus on asset managers’ solutions offering. The Institutional Solutions team performs bespoke quantitative portfolio analytics and offers strategic portfolio advisory services for key clients and prospects. This position will have a particular ...
Summary: The Consultant Database Team (CDT) is a centralized center of excellence within the Client Platform Group, responsible for support of the firm’s marketing and sales efforts through the distribution of content on the firm’s strategies and data via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and business support functions to service client’s needs for data and information on the firm’...
Summary: The Client Engagement Advisor is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital markets insights to Family Office and RIA clients and platforms. Responsibilities: Collaborate with senior relationship managers to actively co-manage existing NB relationships, providing world class service to all Effectively profile clients, developing a deep understanding of c...
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 39 cities across 26 countries, Neuberger Berman's diverse team has over 2,800 professionals. Our culture has afford...
Responsibilities: Serve as the client’s main point of contact for inquiries regarding account information, online access, documentation and reporting Handle the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances Interact with operations and middle office to resolve any account discrepancies Process account openings/closings, transfers, a...
