The Relationship Manager is responsible for managing and growing strategic relationships with major financial institutions, specifically broker dealers and wirehouses. This individual serves as the primary liaison between Neuberger and these institutions and is responsible for driving Neuberger’s growth across all relevant client business lines.
Responsibilities:
- Strategic Relationship Management
- Set the growth strategy, and lead execution at each partner firm – orient activity toward long term commercial objectives
- Own and co-manage senior level relationships at assigned national accounts; navigate the entirety of a client’s firm including wealth management, asset management and banking/markets (where applicable)
- Partner with Neuberger sales leaders to develop business plans at each partner firm; co-own commercial outcomes in direct partnership with field leaders
- Leverage Neuberger’s broad range of resources including C-Suite leadership, investment teams and intermediary specialists
- Negotiate various contracts/agreements including but not limited to: revenue share arrangements, SMA amendments, ETF amendments, private markets agreements and data/conference requirements
- Represent Neuberger to senior stakeholders – represent the firm and advocate for the client internally
- Resolve problems/issues professionally and promptly
- Platform Access & Positioning
- Partner with internal sales, product, and marketing teams to secure platform approvals, preferred-list placement, and model wins; represent the firm in due diligence meetings, finals presentations, and RFI/RFP responses.
- Where appropriate, lead internal working groups around product development – co-architect solutions with clients
- Proactively identify opportunities for Neuberger to earn a greater share of a client’s “shelf”
- Monitor all aspects of a product’s economics, including gross sales, AUM, revenue and then revenue share paid, 12b-1/sub-TA fees – identify opportunities for Neuberger to improve vehicle margins
- Field engagement
- Identify top territories for Neuberger’s distribution teams to engage
- Develop a comprehensive “COI” strategy in partnership with Neuberger specialists and advisor consultants
- Partner with advisory sales desks – win with these key COIs
- Help Advisor Consultants (ACs) navigate the firm, provide access where applicable, and update ACs regularly on trends, patterns and partner firm dynamics
- Represent the client on various internal calls/meetings
- Market & Business Insight
- Monitor industry trends and translate into an actionable account strategy.
- Provide insightful commentary on market movements, economic/industry trends, and product/portfolio updates; deliver performance attribution and strategy insights, translating complex financial concepts for client education.
- Track and report on sales trends, redemption activity, and competitive positioning; deliver regular business reviews to internal stakeholders and senior leadership
- Service, Escalation & Internal Coordination
- Act as the go-to resource for problem resolution and ad-hoc inquiries at the home office; proactively engage appropriate internal stakeholders to resolve client/operational/compliance issues swiftly and comprehensively.
- Facilitate onsite client meetings with Neuberger investment professionals and senior management, leveraging internal resources to enhance the client experience and build long-lasting relationships.
- Liaise with internal teams (marketing, performance, analytics, operations, legal & compliance) to ensure client needs are met, maintaining strong working relationships across functions.
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
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $250,000-$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 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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