Nb
Senior Associate, Institutional Client Advisor
Remote / Home Office - Texas · Senior
Work authorization required$110k-$130kDetected 30 days ago
AccessibilitySalesBusiness DevelopmentExcelResearchCommunicationProblem SolvingMicrosoft Office
About the role
- The Senior Associate, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory in the South-Central United States.
- The primary objective is to help grow the business in the territory by collaborating with the Managing Director on larger accounts and independently covering additional accounts.
- This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
Responsibilities
- Contact level: Build and deepen relationships with contacts at conferences, in-person meetings, and virtually
- Develop deep understanding of Neuberger's investment capabilities
- 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.
- can be grouped into three main categories (1) deep knowledge of the territory (2) develop a deep understanding of Neuberger's investment capabilities and (3) helping allocators in the territory solve their investment problems.
Requirements
- 5-7 years of direct institutional sales experience from the buy-side and/or sell-side
- Knowledge of portfolio construction and role in portfolios of various asset classes
- High degree of interest in financial markets and investment strategies
- Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
- Series 7 & 66 licenses required
- Applicant must be based in the Austin or Dallas metropolitan area and is expected to be in the office when not traveling.
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
- The SA must be able to own the full sales process and engage in all aspects.
- Bachelor's degree required; strong academic record preferred
Nice to have
- Knowledge of multiple asset classes is preferred
- interest in expanding knowledge across a range of asset classes
- Bachelor's degree required
- strong academic record preferred
Compensation
- The salary range for this role is $110,000-$130,000.
- 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 job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
- Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.
- The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Benefits
- Experience covering "real money" clients, such as pension, endowments/foundations and/or single-family offices is preferred but not required
Company info
- Organization level: Research news articles, databases, and public meeting minutes focused on ensuring we are reaching out to the right people, at the right time, with the right content
Equal opportunity
- Neuberger is an equal opportunity employer.
Visa & Work Authorization
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
This listing is sourced directly from Nb's careers page and normalized into a canonical job model.