Client Analyst - Retirement

Neuberger Berman is a leading investment management firm, and they are seeking a Client Analyst to support their Retirement business. The role involves assisting Business Development professionals and Relationship Managers in fostering client partnerships and ensuring a superior client experience.ResponsibilitiesSupport Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients including: All types of retirement focused advisors but also Recordkeeping Platforms, Trust Companies, TPAs, and other home officesDevelop strong relationships with internal firm groups to articulate, process and resolve client requests and manage deadlinesEnsure a superior client experience by coordinating deliverables with legal, compliance, operations, client service, reporting, marketing, RFP, and portfolio management teamsDrive internal process improvement and data insights to help grow salesPlay an integral role in creating client deliverables pre and post engagement, handling ad hoc requests and maintaining quality control oversightAssist with client database (Salesforce) management and identification of new prospects for both intermediary and institutional contactsAssist with initial outreach and research of institutional DC companies to support Business Development professionalsAnalyze competitive landscape and portfolio characteristics across strategies using various investment research tools (e.g. Morningstar), for product onboarding, research advocacy, and discretionary model placementCreate customized presentations on the state of our business for senior management and key internal stakeholdersSkills1-3 years asset management sales or marketing experience preferred (intermediary or institutional)Detail-oriented with strong organizational and follow up skillsAbility to work independently and manage/prioritize multiple projects, coordinating with numerous internal groupsSuperior interpersonal, written and verbal communication skillsProficiency in Word, Excel, PowerPointFamiliarity with Salesforce or other CRM interfacesFamiliarity with AI toolsTeam player, highly motivated, eager to learn and coachableStrong interest in investments, investment products, asset allocation and capital marketsEnjoys a fast paced, high intensity environmentSIE, Series 7, and 66 licenses required within 6 months of employmentBenefitsPaid time offMedical/dental/vision insuranceRetirementLife insuranceOther benefitsCompany OverviewNeuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions. It was founded in 1939, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.nb.com.



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