Current jobs related to Client Advisor - Chicago - Neuberger Berman

  • Associate Client Advisor

    2 months ago

    Chicago, United States Bessemer Trust Full time

    Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Associate Client Advisor

    3 days ago

    Chicago, United States Bessemer Trust Full time

    Job Summary: Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now. This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to...

  • Client Advisor

    2 weeks ago

    Chicago, United States Neuberger Berman Full time

    The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA’s objective is to better penetrate this large territory through business development activities (prospecting, and cross-selling). Responsibilities Partner with others on the team (and in...

  • Client Advisor

    2 months ago

    Chicago, United States Burberry Limited Full time

    INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.    We aim to...

  • Associate Client Advisor

    4 days ago

    Chicago, United States Bessemer Trust Company Full time

    Job Summary:Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to...

  • Client Advisor

    2 weeks ago

    Chicago, Illinois, United States Giorgio Armani Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani Corporation. As a key member of our sales team, you will be responsible for driving sales and providing exceptional client experiences that embody the brand's values.Key ResponsibilitiesExecute merchandising and client relationship strategies...

  • Client Advisor

    2 weeks ago

    Chicago, Illinois, United States Giorgio Armani Full time

    Job SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani Corporation. As a key member of our sales team, you will be responsible for driving sales and providing an exceptional client experience that represents the brand.Key ResponsibilitiesAssist in the execution of merchandising and client...

  • Client Advisor, Chicago

    1 week ago

    Chicago, United States AMIRI Full time

    Purpose & objective: AMIRI is looking for an enthusiastic Client Advisor to join its Chicago location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting  dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury...

  • Senior Client Advisor

    3 weeks ago

    Chicago, Illinois, United States ILNA Inc. Full time

    About the RoleWe are seeking an exceptional Senior Client Advisor to join our team at ILNA Inc. in Chicago. As a Senior Client Advisor, you will be responsible for building and maintaining long-lasting relationships with high-end clients, driving sales, and providing exceptional customer service.Key ResponsibilitiesEngage with clients to understand their...

  • Senior Client Advisor

    4 weeks ago

    Chicago, Illinois, United States Dolce & Gabbana Full time

    About Dolce & GabbanaDolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand.Position OverviewSales and Service Professionals are the top...

  • Senior Client Advisor Chicago

    3 weeks ago

    Chicago, United States Dolce & Gabbana S.r.l. Full time

    Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity in Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Position Overview Senior Client Advisors (SCA) are the top sellers in the...

  • Senior Client Advisor Chicago

    4 weeks ago

    Chicago, United States ILNA Inc. Full time

    Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity in Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. POSITION OVERVIEW: Senior Client Advisors (SCA) are the top sellers in the...

  • Institutional Client Service Advisor

    2 weeks ago

    Chicago, Illinois, United States wipchicago Full time

    Job SummaryWe are seeking a highly skilled and experienced Institutional Client Service Advisor to join our team at Neuberger Berman. As a key member of our Institutional Client Service team, you will be responsible for providing exceptional client service and support to our institutional clients.Key ResponsibilitiesDevelop and maintain strong relationships...

  • Institutional Client Advisor

    2 weeks ago

    Chicago, Illinois, United States TOIGO Foundation Full time

    About the RoleWe are seeking a highly motivated and experienced Institutional Client Advisor to join our team. As a key member of our sales team, you will be responsible for growing our business in the Midwest and western United States by building and deepening relationships with institutional clients.Key ResponsibilitiesDevelop deep knowledge of the...

  • Strategic Client Advisor

    3 months ago

    Chicago, United States Surgical Directions LLC Full time

    Job DescriptionJob DescriptionSurgical Directions is the country’s premier procedural health tech-enabled services company. We provide consulting, leadership and technology solutions that power the future of procedural and anesthesia care. We have partnered with over 400 clients across the country, and consistently deliver exceptional results. We instill...

  • Senior Client Advisor Chicago

    3 months ago

    Chicago, United States Dolce & Gabbana Full time

    Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity In Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand POSITION OVERVIEW: Senior Client Advisors (SCA) are the top sellers in...

  • Financial Advisor Assistant

    4 weeks ago

    Chicago, Illinois, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Client Advisor

    2 days ago

    Chicago, Illinois, United States Brunello Cucinelli USA Full time

    About UsBrunello Cucinelli is a renowned Italian luxury fashion house that has been a benchmark for high-end style and sophistication since its inception in 1978. Our brand is built on the principles of quality, craftsmanship, and attention to detail, reflecting the values of our founder, Brunello Cucinelli.Job SummaryWe are seeking a highly motivated and...

  • Senior Client Advisor

    3 weeks ago

    Chicago, Illinois, United States Dolce & Gabbana Full time

    Job Summary:Dolce & Gabbana, a leader in the world of luxury fashion, is seeking an exceptional Senior Client Advisor to join our team in Chicago. As a key member of our sales team, you will be responsible for building and maintaining long-lasting relationships with our discerning clients, providing exceptional client service, and driving sales growth.Key...

  • Client Advisor

    3 weeks ago

    Chicago, Illinois, United States Bottega Veneta Full time

    Job DescriptionWe are seeking a skilled Client Advisor to join our dynamic team in Chicago. As a Client Advisor, you will play a crucial role in delivering exceptional customer service and driving sales growth.Key Responsibilities:Meet and Exceed Sales Goals: Develop and implement strategies to meet and exceed monthly sales targets, focusing on client...

Client Advisor

4 months ago

Chicago, United States Neuberger Berman Full time

Summary

The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA's objective is to better penetrate this large territory through business development activities (prospecting, and cross-selling).

Responsibilities

* Partner with others on the team (and in some cases lead) day-to-day new business development and client coverage action items to ensure team goals are met. Tasks may involve direct client prospecting, responding to client requests, meeting follow ups and preparation, territory management, and product / client targeting.
* Expand relationships with larger clients / prospects with multiple touch points (e.g. multiple product heads) as well as prospecting new relationships with smaller clients in territory.
* Assist in creating sales presentations by gathering various product and firm information and assisting with the generation of new materials specific to client / prospect interests, etc.
* Support the team with client and prospect contact management, including CRM maintenance.
* Assist with new business pipeline updates and other internal reporting updates.
* Liaise and establish strong relationships with internal investment teams.
* Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
* Participate in team projects to enhance client coverage strategy and execution.

Qualifications

* 7-10 years of direct institutional sales experience from the buy-side and/or sell-side.
* Experience covering "real money" clients, such as pension, endowments/foundations and/or insurance companies is preferred but not required.
* Sophisticated in markets and covering complex clients.
* Knowledge of portfolio construction and role in portfolios of various asset classes.
* Knowledge of multiple asset classes is preferred; exhibits high degree of interest in financial. markets and investment strategy; interest in expanding knowledge across a range of asset classes.
* Strong achievement in undergraduate degree in finance, economics, or related disciplines.
* MBA is plus but not required.
* Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems.
* Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment.
* Detail-oriented with strong organizational and follow up skills.
* Strong analytical and problem-solving skills.
* Excellent written and oral communication skills.
* Proficient in Microsoft Word, Excel, PowerPoint, Onenote and other tools such as evestment.
* Series 7 & 66 licenses required.

Neuberger Berman is an equal opportunity/affirmative action 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.

Learn about the Applicant Privacy Notice.