Client associate Jobs in Fullerton, CA

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.

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 SA 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’s investment capabilities and (3) helping allocators in the territory solve their investment problems.

Deep knowledge of territory

• 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

• Contact level: Build and deepen relationships with contacts at conferences, in-person meetings, and virtually

Develop deep understanding of Neuberger’s investment capabilities

• Liaise and establish strong relationships with internal investment teams

• Succinctly articulate the key features of the platform and investment strategies verbally and in writing

Help Allocators in the territory solve their investment problems

• Increase the number of new pipeline opportunities by identifying new opportunities, helping with RFPs, targeted sales campaigns, and custom one-off outreach

• Progress current pipeline opportunities through the final sale

Qualifications

• 5-7 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; interest in expanding knowledge across a range of asset classes

• High degree of interest in financial markets and investment strategies

• Bachelor's degree required; strong academic record preferred

• 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 eVestment

• 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.

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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.

Compensation Details

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 range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. 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, retirement, life insurance and other benefits to eligible employees.

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.

Neuberger 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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact .

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