Senior Institutional Client Advisor
2 days ago
The Vice President, Institutional Client Advisor will play a key role in growing the business in the western half of the United States. This individual will work closely with the Managing Director, Client Advisor to develop and execute a strategy to increase revenue and expand the client base.
Key ResponsibilitiesThe successful candidate will be responsible for:
- Developing and maintaining relationships with institutional clients, including pension funds, endowments, and foundations.
- Identifying and pursuing new business opportunities, including RFPs and targeted sales campaigns.
- Collaborating with internal teams to develop and implement sales strategies.
- Providing exceptional client service and support to ensure client satisfaction and retention.
The ideal candidate will have:
- 7-10 years of direct institutional sales experience from the buy-side and/or sell-side.
- Experience covering real money clients, such as pension funds, endowments, and foundations.
- Sophisticated knowledge of markets and complex clients.
- Strong analytical and problem-solving skills.
- Excellent written and oral communication skills.
- Proficiency in Microsoft Office and other relevant tools.
- Series 7 & 66 licenses.
The salary range for this role is $150,000-$150,000. 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 California. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
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.
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