Client Analyst - National Accounts

As a member of the National Accounts team, the primary responsibility of the National Accounts Analyst is to provide operational, analytical, and client servicing support to the team members servicing key home office relationships at the major wire houses and broker dealers.

Client & Relationship Support

• Partner closely with senior Relationship Managers to support coverage across key client channels, including Independent Broker Dealers and Wirehouses
• Assist with day-to-day client interactions: providing materials and fact sheets, ensuring timely follow-up on action items, and coordinating meetings with internal teams
• Develop strong relationships with internal groups (Legal, Compliance, Operations, Client Service, Reporting, Marketing, RFP, and Portfolio Management) to process and resolve client requests, manage deadlines, and deliver a superior client experience
  
  

Sales Enablement & Analytics

• Run client and prospect lists, schedule and coordinate meetings, and support targeted outreach campaigns using Salesforce and other data sources
• Analyze competitive landscape and portfolio characteristics across strategies using investment research tools for product onboarding, research advocacy, and discretionary model placement
• Support AUM and flow reporting, ensuring trades and flows are correctly tagged and captured across channels
  
  

CRM & Data Management

• Streamline client database (Salesforce) management to enable proper team coverage, prospect identification, and accurate firm information storage
• Maintain core business data files, channel coding, and sales collateral in coordination with internal stakeholders
• Leverage AI tools and automation to enhance CRM hygiene, data workflows, and reporting processes - reducing manual effort and improving turnaround times
  
  

Operations & Process Improvement

• Act as a day-to-day coordination point across teams, helping drive internal process improvement and data insights to support business growth
  
  

Content & Presentations

• Play an integral role in creating client deliverables pre- and post-engagement, handling ad hoc requests, and maintaining quality control
• Create customized presentations on the state of the business for senior management, key internal stakeholders, and clients
• Maintain and organize sales collateral, product menus, and related materials across channels
  
  

Qualifications

• 1 - 3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role (e.g., business management, sales support)
• Bachelor's degree required, preferably in Finance, Economics, Business, or a related field
• Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information
• Demonstrated familiarity with AI tools (e.g., ChatGPT, Microsoft Copilot, or similar) and a proactive mindset toward using AI to automate workflows, surface insights, and create efficiencies across sales and operations functions
• Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy
• Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or client communication templates
• Eagerness to stay current on emerging AI tools relevant to asset management distribution and sales enablement
• Superior interpersonal, written, and verbal communication skills; able to synthesize information and communicate clearly with both internal and external stakeholders
• Ability to work independently and manage/prioritize multiple projects across numerous internal groups
• Proactive, resourceful, highly motivated, and eager to learn; team player who is coachable and curious
• Comfortable in a fast-paced, high-intensity environment with evolving priorities
• Series 7, 63/65 (or 66) required or to be obtained within 3–6 months of hire date
  
  

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $75,000-$90,000. 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 the job posting location. 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, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, 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 is an equal opportunity 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.

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