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Senior Client Associate/Vice President – Institutional
| Company | Neuberger Berman |
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| Location | Texas, USA |
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| Salary | $110000 – $130000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Minimum of 7 years’ experience in an institutional sales role at an investment management firm
- Extensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments & Foundations and other institutional channels in the Western region
- Successful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients
- Demonstrated ability to represent a multiple-product firm across both publics and privates
- Excellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutions
- Proven success in building long-term relationships
- Proven success in presenting during “finals” meetings, leveraging a keen understanding of the sales cycle
Responsibilities
- Organize and expand a successful marketing and sales strategy around a focused territory in the Southwest region in line with the firm’s overall strategy, which targets Pensions, Endowments & Foundations and other institutional channels. Asset growth will be achieved through winning new mandates from current clients of Neuberger Berman as well as qualified prospects within the region
- Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives)
- Effectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman
- Communicate substantive client activity with the firm through written call notes
- Integrate the direct sales program with the consultant marketing program of the firm in close partnership
- Determine team, agenda, and materials necessary for all presentations involving other firm professionals
- Accurately and successfully represent the firm to the outside world in various public forums
Preferred Qualifications
No preferred qualifications provided.
