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Alternative Investment Client Consultant
2 months ago
Neuberger Berman - Specialist in Alternative Investment Products
The Specialist in Alternative Investment Products will work in conjunction with Neuberger's Investment, National Accounts, and Intermediary Sales teams to provide education on Alternative offerings, advocate for, and promote Neuberger's suite of Alternative products.
This position encompasses both individual and group presentations, conference calls, as well as the coordination and preparation of strategic materials and white papers.
The Specialist will collaborate closely with marketing and sales teams to improve the communication of alternative strategies and products.
Key Responsibilities:
- Acquire a comprehensive understanding of Neuberger Berman's Alternative products and strategies...
- Act as the primary internal and client-facing representative for the illiquid alternatives platform...
- Deliver updates regarding alternative products to clients, prospects, consultants, and intermediaries...
- Engage in travel to participate in client meetings and promote new business opportunities...
- Prepare presentations, white papers, market updates, and other essential deliverables...
- Investigate and resolve client inquiries...
- Foster and maintain collaborative relationships across departments to create cross-product opportunities...
Requirements:
- Minimum of 10 years of experience in capital markets, including at least 5 years focused on alternative investments...
- Exceptional analytical and organizational capabilities...
- Bachelor's degree in business administration, marketing, or finance...
- Possession of Series 7, 63, 24, 65, or 66 certification...
Compensation:
Salary range: $225,000-$265,000 with the potential for a discretionary bonus. Benefits include paid time off, medical/dental/vision insurance, 401(k), and life insurance.
Neuberger Berman is an equal opportunity employer. For further details, please reach out to us.
