Wealth Management Coordinator

Wealth Management Coordinator

The Wealth Management Coordinator will provide both marketing and administrative support to three Wealth Advisors in Neuberger Berman's Dallas office. The ideal candidate is energized by working in a dynamic, highly skilled team environment, possesses a proactive work ethic, and has an active interest in the financial markets. This role offers a unique perspective on Neuberger Berman's Private Wealth Management business and requires a candidate who can confidently engage with ultra-high-net-worth clients.

Key Responsibilities

Marketing Duties

• Maintain all client and prospect data in Salesforce with accuracy and attention to detail
• Take ownership of all marketing initiatives, including campaign development and execution
• Prepare and execute mass mailings (e.g., weekly e-mail blasts, welcome letters, newsletters, quarterly client reports)
• Coordinate and assist in event planning and marketing campaigns
• Prepare prospect and client presentations and correspondence

Administrative Duties

Ideal Candidate Profile

Extensive client-facing experience : Confident in answering phones, greeting clients, and setting up for meetings (including refreshments)

Exposure to financial services (e.g., banking, mortgages, wealth management) strongly preferred

Professional and polished demeanor, with the ability to represent the team to ultra-high-net-worth clients

Well-spoken, articulate, and highly professional

Strong organizational skills, with the ability to track, manage, and prioritize multiple tasks

Exceptional attention to detail, particularly when interacting with high-net-worth clients

Ability to multi-task and maintain a positive attitude in a fast-paced, small team environment

Adaptability to work effectively with diverse personalities

Experience & Skills Qualifications

Undergraduate degree required

Minimum 2-3 years of administrative support or related experience

Advanced proficiency in Microsoft Word, Outlook, PowerPoint, and Adobe Acrobat / Pro; familiarity with mail merges and tables

Salesforce and Concur experience a plus

Excellent written and verbal communication skills; strong interpersonal and client service abilities

Detail-oriented, organized, and strong follow-up skills

Ability to adapt to a rapidly changing business environment and operate effectively under tight deadlines

Team player with a collaborative mindset

Work in the office 5 days a week

Compensation Details

The salary range for this role is $65,000-$85,000. 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, 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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.