Client associate [h1.location_city]
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Client associate • honolulu hi
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Neuberger BermanHonolulu, HI, US- [job_card.full_time]
Institutional Sales Manager
As a key member of the West region sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including Public Corporate Plans, Endowments & Foundations and other institutional investor segments. The primary objective is to increase assets under management across all asset class disciplines including Equites, Fixed Income and Alternatives. This hire will work closely with the rest of the institutional business development, relationship management, client service and consultant relations professionals in the US.
Key responsibilities and duties include, but are not limited to :
- Organize and expand a successful marketing and sales strategy around a focused territory in the Southwest region in line with the firm's overall strategy, which targets Pensions, Endowments & Foundations and other institutional channels. Asset growth will be achieved through winning new mandates from current clients of Neuberger Berman as well as qualified prospects within the region.
- Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives)
- Effectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman
- Communicate substantive client activity with the firm through written call notes
- Integrate the direct sales program with the consultant marketing program of the firm in close partnership
- Determine team, agenda, and materials necessary for all presentations involving other firm professionals
- Accurately and successfully represent the firm to the outside world in various public forums
Pivotal Experience & Expertise :
Leadership Capabilities :
Cultural Impact :
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. 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. 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.