Nb
Relationship Manager
New York, NY
Work authorization required$150k-$225kDetected 30 days ago
AccessibilityCommunication
About the role
- The SRM will be responsible for leveraging the available technology to organize, systematize, and scale client engagement activities and ensure consistent execution across the client base.
Responsibilities
- Partner with PAM portfolio managers in delivering client service related to existing investments.
- Develop relationships with extended family members to be positioned to facilitate an orderly transition of assets as they pass to the next generation.
- Ideally, but as a secondary priority, build the client base through referrals, networking, and community involvement.
- Establish and lead approach to organized client communications leveraging both the PAM team and firmwide content.
- Organize and lead active participation in client events and other opportunities to provide memorable experiences and deepen client relationships.
Requirements
- Several years of experience working directly with high-net-worth clients in a financial planning capacity
- Proven track record of consistently meeting or exceeding predetermined key objectives
- Proficiency in eMoney software helpful
- Series 7 and 66 required, CFP® designation ideal
- 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.
- Strong executive presence, active listening, client preparedness, and presentation skills
- Knowledge of financial planning, insurance, retirement savings vehicles
- Excellent verbal and written communication skills
Nice to have
- Identify opportunities to expand client relationships through holistic planning, asset allocation, and diversification.
Compensation
- The salary range for this role is $150,000-$225,000.
- 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 and production compensation, 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
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Equal opportunity
- Neuberger is an equal opportunity employer.
- 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.