Sales Associate-Institutional Markets: Aegon, Chicago, IL

**Summary:**

The Institutional Client Service Advisor role is an important relationship

management and servicing role within Neuberger Bermans NA institutional business. Each Institutional Client Service Advisor is paired up with one to two

Client Advisors (Institutional salespeople) and reports to the Manager of Client Service, NA. Each Client Service Advisor is expected to have the ability to forge close relationships with senior client representatives, be adept at understanding client needs, and in response to those needs show an ability to deliver value

added services customized to each clients requirements. CSAs are also

expected to work very closely with the Client Advisors he or she supports, and leverage their deep client knowledge to identify at-risk relationships and forge plans to retain them or help Client Advisors identify cross selling opportunities. This role also requires each CSA to develop strong relationships with Neuberger Bermans investment professionals including portfolio managers and product specialists, together with operations and functions they partner with. CSAs also need to both work autonomously and within a team environment being flexible and with a team oriented outlook.

CSAs partner with many functions across Neuberger Berman including our

operations, legal and compliance, mutual fund services and new mandate on boarding team. On reporting specifically, CSAs are supported by our client

reporting and analytics team which is aligned against each investment

capability of Neuberger Berman.

**Responsibilities:**

+ Provide leadership for, and management of, all activities and matters relating to client service for the assigned book of clients. Drive the delivery of a premium service across the client base

+ Develop individual client relationship plans covering the service engagement model working closely with the Client Advisors supported

+ Proactively implement the appropriate client servicing standards including reporting, cadence of portfolio reviews and due diligence meetings, and put together appropriate client communication plans

+ Develop relationships with appropriate client contacts and set own relationship management schedule with appropriate touch points (incl. light travel when needed); use touch points to keep current on changes being made, new managers being added, portfolio restructuring being considered, consultant/ staff changes, competitor insights, etc. and systematically share with both consultant coverage team and client advisor

+ Have an in-depth understanding of the client portfolio and performance; provide proactive support and communication to clients with respect to production/firm performance, attributes and developments;

+ Partner with Neuberger Bermans reporting and analytics teams in New York and Chicago to ensure the quality of client review materials; provide PMs with appropriate materials and insight to ensure they have appropriate depth on the clients needs in advance of each Client / Portfolio Manager interaction; attend portfolio review meetings with Portfolio Managers

+ Manage and oversee all aspects of client administration and related service delivery from other internal support functions. Review reporting content and be ultimately responsible for quality of content delivered to clients.

+ Be the lead on all client interactions during the on boarding process, leveraging the on boarding team for project management of the on boarding internally; proactively use the on boarding process to communicate the Neuberger Berman proposed servicing model, and get insight into client needs, including their expectations on how we interact with their consultants and other partners, if applicable

+ Together with Legal partners, negotiate Investment Management Agreements with effective communication to the client regarding Policy and Investment Management issues; Proactively ensure Neuberger Berman delivers on all requirements established in the Investment Management Agreements

+ For customized portfolios, provide appropriate depth on the clients mandate, investment benchmarks, guidelines and servicing requirements so as to ensure all internal partners have necessary information to act.

+ Coordinate the drafting of agreements and perform due diligence process for new clients with internal departments;

+ Proactively identify trigger events putting mandates at risk (e.g. M&A, staff change, field or firm consultant change, change in consultant view on the strategy) and work with client advisors to mobilize the firm on at risk mandates

+ Play a communications integrator role across Client Advisors and Consultant Relations

+ Attend industry conferences as a senior representative of Neuberger Berman as required**Qualifications:**

+ 5-10 years of relevant asset management experience preferably in a multi-asset class work environment, covering mutual fund and SMA products

+ Bachelor's Degree in Business, Finance; CFA and/ or CAIA preferred

+ Series 7 required

+ Combination of series 63 and 65 or Series 66 required

+ Willingness to obtain Series 31 within a few months of hiring

+ Working knowledge of fixed income, equity, and alternative products and instruments required

+ Strong knowledge of institutional operations and trade flow for the purposes of answering client inquiries

+ Ability to work effectively within a broad firm. This role will require a great deal of interaction with the Firms investment teams, as well as Operations, Legal, Risk, and Marketing

+ Good project management skills with a strong understanding of various functional roles within asset management

+ Strong written and oral communication skills, Accountable with excellent attention to detail

+ Strong organizational skills; ability to prioritize work within a dynamic, deadline-driven environment

+ Team player, high energy, self-starter*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* *.*

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $433 billion in client assets (as of March 31, 2020) across a range of strategiesincluding equity, fixed income, quantitative and multi-asset class, private equity and hedge fundson behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse teamincluding 600-plus investment professionals and more than 2,300 employees in total united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by *Pensions & Investments* as the first or second "Best Place to Work in Money Management for last five consecutive years (firms with 1,000+ employees).

**EQUITY, INCLUSION & DIVERSITY**

Neuberger Berman strongly embraces the principles of Equity, Inclusion and Diversity (EID) they are deeply engrained in our culture and are a fundamental part of our long-term business strategy. We firmly believe in fostering an environment, in which all of our people are respected and have an equitable opportunity to flourish and be their best selves. We believe having a diversity of perspectives strengthens our ability to deliver attractive outcomes for our clients and makes us a better organization.

+ **Empowering** is about our people having a voice and the ability and