Washington, District of Columbia, United States · Hybrid
$85k–$100k/yr
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to i…
Skills: Relationship Management, Business Development, Financial Planning, Sales Strategy, Capital Markets Expertise
New York, New York, United States · On-site
$150k–$180k/yr
Neuberger's Private Markets group is seeking an IBOR / OMS Lead to architect and deliver the firm's investment book of record and order management capabilities across private equity, private debt, secondaries, co-investm…
Skills: IBOR Implementation, OMS Implementation, Private Markets Investment Technology, Vendor Management, Stakeholder Management
Tokyo, Japan · On-site
Summary: 株式マルチアセット投資商品に関連するファンドレイズ及びクライアントサービス業務 Responsibilities: Vice Presidentレベル海外投資チームとの協働情報収集投資家向けプレゼンテーション運用報告資料RFP等レポートの作成オンボーディングに際した社内関連部署との調整 Qualifications: バイサイドにおけるグローバル株式プロダクトマネージャー業務経験またはポートフォリオマネージャーとしての…
Skills: Client Portfolio Management, Equity Investment, Fundraising, Client Service, Investment Reporting
New York, New York, United States · Hybrid
$110k–$135k/yr
Neuberger is seeking a talented, hands-on Senior Full-Stack Engineer to join our technology team and help shape the digital experiences our clients rely on every day. You will be a core contributor to Neuberger's client-…
Skills: React, TypeScript, SQL Server, PostgreSQL, MongoDB
Arkansas, United States · On-site
$125k–$135k/yr
Summary: Neuberger, 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…
Skills: Due diligence, Financial analysis, Quantitative skills, Critical thinking, Written communication
New York, New York, United States · Hybrid
$105k–$130k/yr
The Asset Management Guideline Oversight (AMGO) group is a critical part of Neuberger’s global Risk group. AMGO serves as an independent control group, ensuring that investment portfolios remain compliant with regulatory…
Skills: Investment Guideline Oversight, Private Markets, Private Equity, Private Credit, Quantitative Analysis
New York, New York, United States · Hybrid
Summary Reporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor C…
Skills: Sales, Prospecting, Client Relationship Management, Financial Analysis, Communication Skills
New York, New York, United States · Hybrid
$80k–$110k/yr
Neuberger is seeking an Analyst to join the Compliance Team in New York. This person will report into the Chief Compliance Officer – Central Compliance. In this role, the primary focus is surveillance and monitoring, wit…
Skills: Surveillance and Monitoring, Regulatory Filings, Compliance Testing, Policy Drafting, Email Surveillance
New York, New York, United States · Hybrid
$90k–$120k/yr
Neuberger is seeking a highly motivated Business Analyst to join our Technology organization, supporting strategic initiatives across Sales Data Management and AUM Reporting. This role offers an excellent opportunity for…
Skills: SQL, Advanced Microsoft Excel, Business Analysis, Data Analysis, Requirements Gathering
Tokyo, Japan · On-site
ポジション概要 当社で注力中のリテール向け投信事業において、マーケティングチームの一員として、プロモーションの企画立案から販売促進まで幅広くご担当いただきます。また、国内投信会社向け運用再委託ファンドの販売促進に向けたデジタル・マーケティング、コンテンツ・マーケティング、イベントマネジメントのサポートもご担当いただきます。 マーケティング部長へのレポートラインとなり、メディア・イベント、デジタル分野の担当者と連携しながら、業務を推進しま…
Skills: Marketing Strategy, Promotion Planning, Digital Marketing, Content Marketing, Event Management
Montreal, Quebec, Canada · Remote OK
$190k–$210k/yr
Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally. Renowned for its active, research-driven approach, the firm …
Skills: Asset Management Sales, Relationship Management, Investment Strategy Communication, Territory Business Planning, CRM Proficiency
Tokyo, Japan · Hybrid
ポジション概要社内エンドユーザーへの高品質なITサポートを担うポジションですリモートオンサイトを問わず社員の技術的課題に対応し他のITチームと連携しながら迅速な問題解決を目指します主軸はエンドユーザーサポートですがシステム管理ネットワークプロジェクト管理の基礎知識も活かせる環境ですITキャリアの確かな土台を築きたい方に最適な環境です 主な業務内容アジア各拠点のITインフラサポートを担当し以下を重点的に推進しますクライアント満足度の向上サ…
Skills: Windows 11, Microsoft 365, Desktop Support, Citrix, Microsoft Teams
New York, New York, United States · On-site
$90k–$120k/yr
Summary: Neuberger Wealth is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing …
Skills: Process Mapping, Workflow Analysis, Operational Efficiency, Change Management, Business Analysis
New York, New York, United States · On-site
$80k–$100k/yr
Position Overview: The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of contact …
Skills: Client Relationship Management, Account Onboarding, Equity Trading, KYC Compliance, Financial Reporting
New York, New York, United States · On-site
$150k–$225k/yr
Position Overview: As a member of a Private Asset Management (PAM) team within Neuberger Wealth, the Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, an…
Skills: Relationship Management, Financial Planning, Asset Allocation, Portfolio Management, Wealth Strategy
New York, New York, United States · On-site
$185k–$200k/yr
Business Overview: Neuberger Private Debt is a leading private debt investment platform. Today, Neuberger Private Debt manages over $25 billion to credit investing in high quality North American companies owned by privat…
Skills: Corporate Finance, Accounting, Financial Modeling, Valuation Analysis, Due Diligence
Toronto, Ontario, Canada · Hybrid
$65k–$85k/yr
About Neuberger Berman: Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September…
Skills: Client Servicing, Business Development, CRM Maintenance, RFP Coordination, Sales Presentations
Tokyo, Japan · On-site
Native Level Japanese Language is required.About the RoleAs a Legal Entity Controller (LEC), you will be responsible for financial statement preparation, audit coordination, and collaboration with tax advisors on tax fil…
Skills: Financial Statement Preparation, Audit Coordination, Tax Filing, US GAAP, Consolidation Analysis
Singapore, Singapore · On-site
Summary of Role: Based in Singapore and employed by Neuberger Berman Singapore Pte. Limited (“Neuberger Singapore”), the Compliance Officer will be a member of the regional compliance team (“Neuberger Asia Compliance”), …
Skills: Compliance Risk Management, Regulatory Reporting, AML, KYC, Asset Management Regulation
Singapore, Singapore · On-site
Responsibilities Support portfolio construction and implementation for the global EMD team, focused on Asian local markets across rates, bonds and FXPrepare orders and execute trades on a timely basis across electronic a…
Skills: Portfolio Construction, Trade Execution, EMD Instruments, Risk Monitoring, Fundamental Research
Washington, District of Columbia, United States • Hybrid
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The Advisor Consultant is responsible for growing and managing relationships with financial advisors at major wirehouses and broker-dealers in the Pac NW territory. The role focuses on increasing sales and revenue for mutual funds, SMAs, ETFs, and alternative investment strategies through targeted meetings and events.
Candidates must have at least 10 years of investment management experience and a bachelor's degree, with specific licenses like Series 7 and 66 required. A proven track record in intermediary distribution and strong executive presence are essential for success in this role.
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of the Pac NW (Washington, Oregon, and Alaska). This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.
Responsibilities
Lead and develop the Pac NW territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs.
Develop and implement a business plan for the territory using activity-oriented goal objectives to guide day-to-day priorities and track progress against goals; make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients.
Maintain a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments.
Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in concert with Client Advisory Specialists and Analysts.
Exhibit a strong business acumen and executive sales presence to influence decision-makers.
Maintain all activity information in Neuberger Berman CRM database.
Work with internal partners, including Client Advisory Specialists/Analysts, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments.
Maintain knowledge of Neuberger Berman products offered through partner firms.
Qualifications
A minimum of 10 years’ experience within the investment management industry; 5+ years of intermediary distribution experience preferred.
Experience working with wirehouse, regional, and independent financial advisors.
Proven track record of consistently meeting or exceeding predetermined key objectives.
Strong executive presence, active listening, client preparedness, and presentation skills.
Professional characteristics reflecting curiosity, empathy, and enthusiasm, coupled with a solution-based drive to meet and achieve expectations.
Ability to develop, prioritize, and implement best practices; ability to manage a territory.
Excellent verbal and written communication skills.
Undergraduate degree required, graduate degree a plus.
CIMA, CAIA, or CFA designations a plus.
SIE, Series 7, 66 or SIE, 7, 63, 65 licenses
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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 $85,000-$100,000. 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 and production compensation, 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 [email protected].
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Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3,000 employees across 26 countries. The firm manages $567 billion of equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again this past year, we were named Best Asset Manager for Institutional Investors in the U.S. (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders. The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. Visit www.neuberger.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of March 31, 2026.
Offices: 1290 Avenue of the Americas, New York, NY 10104, US · 190 S La Salle St, Chicago, IL 60603, US · 200 Crescent Ct, Dallas, TX 75201, US · 57 Berkeley Square, London, England, GB · 1 Connaught Place, 20th Floor, Suites 2007 – 2020, Central, HK
Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3,000 employees across 26 countries. The firm manages $567 billion of equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again this past year, we were named Best Asset Manager for Institutional Investors in the U.S. (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders. The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. Visit www.neuberger.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of March 31, 2026.
Offices: 1290 Avenue of the Americas, New York, NY 10104, US · 190 S La Salle St, Chicago, IL 60603, US · 200 Crescent Ct, Dallas, TX 75201, US · 57 Berkeley Square, London, England, GB · 1 Connaught Place, 20th Floor, Suites 2007 – 2020, Central, HK
