Institutional Client Advisor

Summary

The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory in the western half of the United States. The CA’s objective is to help grow the business in the territory by collaborating with the Managing Director on larger accounts and independently covering additional accounts.

Responsibilities

Partner with the team in every aspect of the business development process from the initial research all the way through to the final closing of business. The VP must be able to own the full sales process and engage in all aspects. Responsibilities can be grouped into three main categories (1) deep knowledge of the territory (2) develop a deep understanding of Neuberger Berman’s investment capabilities and (3) helping allocators in the territory solve their investment problems.

Deep knowledge of territory

• Organization level: Research news articles, databases, public meeting minutes, etc. focused on ensuring we are reaching out to the right people, at the right time, with the right content.
• Contact level: Building and deepening relationships with contacts at conferences, in person meetings or virtually.

Develop deep understanding of Neuberger Berman’s investment capabilities.

• Liaise and establish strong relationships with internal investment teams.
• Ability to succinctly articulate both verbally and in writing the key features of the platform and investment strategies.

Help Allocators in the territory solve their investment problems

• Increasing the number of new pipeline opportunities by identifying new opportunities, helping with RFP’s, helping with targeted sales campaigns, and custom one off out reach.
• Progressing current pipeline opportunities through the final sale.

Qualifications

• 7-10 years of direct institutional sales experience from the buy-side and/or sell-side.
• Experience covering “real money” clients, such as pension, endowments/foundations and/or single family offices is preferred but not required.
• Sophisticated in markets and covering complex clients.
• Knowledge of portfolio construction and role in portfolios of various asset classes.
• Knowledge of multiple asset classes is preferred; exhibits high degree of interest in financial. markets and investment strategy; interest in expanding knowledge across a range of asset classes.
• Strong achievement in undergraduate degree.
• MBA is plus but not required.
• Willing to roll up sleeves and get things done.
• Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems.
• Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment.
• Detail-oriented with strong organizational and follow up skills.
• Strong analytical and problem-solving skills.
• Excellent written and oral communication skills.
• Proficient in Microsoft Word, Excel, PowerPoint, Onenote and other tools such as evestment.
• Series 7 & 66 licenses required.
• Applicant must be based in the San Francisco metropolitan area, and is expected to be in the San Francisco office or traveling [3-4] days / week; i.e. working from home [1-2] days / week.