SMA Product Manager

The Separately Managed Account (SMA) Product Manager will support the firms taxable and tax-exempt fixed income SMA strategies. Serving as the hub for product strategy, this role drives positioning, branding, pricing, and distribution enablement; analyzes market dynamics; and identifies gaps and opportunities to enhance competitiveness.

In this role, you will lead SMA product initiatives in the intermediary channel. You will clearly articulate each strategys value proposition, investment process, portfolio positioning, and security-level rationale. Partnering closely with portfolio managers, you will serve as the primary liaison to internal and external stakeholders on product-specific matters and provide analytical support for client needs. You will also act as business manager for your strategies, collaborating with Legal, Compliance, Marketing, and other functions to develop content and address product-related issues.

Sales Support

• Support sales teams by responding to SMA transition analysis requests.
• Provide support in client meetings and presentations, offering expertise on fixed income SMA products and providing product-related support and insights.
• Act as a firm-wide resource related to SMA product information, competitive positioning, market trends, pricing trends, etc. Collaborate with National Accounts team to help support the effort of additional product placement.

Product Promotion

• Partner with investment teams and marketing to develop and maintain SMA product marketing content.
• Drive product support initiatives and campaigns in coordination with sales, marketing, and investment teams, ensuring all contributors are accountable for their deliverables, and escalate, when necessary, to meet milestones.

Product Positioning

• Own strategic product messaging and positioning, including product features, client benefits, investment merit, and competitive differentiation for the target client.

Evaluate the Competitive Landscape

• Create an integrated view of the product landscape and competitive opportunities, based on analyses of performance, client feedback, competitive intelligence, investment trends, and industry developments.
• Stay abreast of competitive product information for competitors.
• Identify significant SMA product launch, development, or repositioning initiatives and present actionable business plan opportunities in response.
• Develop recommendations on product gaps, marketing themes, and competitive campaigns.

Competitive Analysis

• Address ad-hoc client inquiries regarding NB fixed income SMA strategies and develop insightful competitive analysis based on available data.

Product Lifecycle Management

• Partner with Product Development on the launch of new SMA strategies and the enhancement of existing products across various regions/channels.
• Create regular processes for monitoring product performance and execute on all product enhancements, including portfolio management changes, sales and marketing program adjustments, benchmark index changes, and other actions that impact product quality.
• Communicate the status of product initiatives to senior management and internal partners.
• Ensure products are optimized to meet performance and risk targets, and client expectations.
• Recommending product rationalization as needed.
• Assist in developing the firms SMA product priorities and establish product goals.

Operational Support

• Partner with investment operations to improve efficiencies of manager traded strategies.

• Bachelors degree required; MBA and/or CFA a plus
• Minimum of 3-5 years of asset management industry experience, with direct SMA Product Management / SMA Product Specialist experience
• Deep understanding of fixed income markets, investment strategies, and products (e.g., treasuries, investment-grade corporate bonds, high-yield bonds, municipal bonds, etc.). Strong knowledge of risk management and performance measurement methodologies
• Experience executing and reviewing retail SMA transition analyses
• Strong quantitative and qualitative analytical skills with the ability to assess product performance and market trends
• Comfort with financial modeling and using data-driven insights to inform decisions
• Strong knowledge of the asset management industry including industry trends, recent developments, etc.
• Proven track record of managing complex projects. Ability to influence stakeholders across various levels within the organization.
• Experience researching and analyzing third-party data from one or more of the following platforms: Morningstar, Cerulli, Zephyr, Perform, and Broadridge
• Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable deliverables
• High degree of initiative and accountability, with a high level of professionalism and integrity
• Creative problem-solver and thought leader on new business opportunities
• Excellent project management, time management and planning skills
• Highly organized with ability to multi-task
• Able to collaborate with teams of people across a range of departments

The salary range for this role is $120,000-$170,000. 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 employees 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, 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, 401(k), life insurance and other benefits to eligible employees.

Neuberger Berman 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 onlineaccommodations@nb.com.

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