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 :
Minimum of 7 years' experience in an institutional sales role at an investment management firmExtensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments & Foundations and other institutional channels in the Western regionSuccessful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clientsDemonstrated ability to represent a multiple-product firm across both publics and privatesExcellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutionsProven success in building long-term relationshipsProven success in presenting during "finals" meetings, leveraging a keen understanding of the sales cycleLeadership Capabilities :
Effective at leading, influencing and communicating with varying levels of expertise internally and externallySuperior verbal and written communicator who can effectively toggle from teamwork to independent executionHighly collaborative and fosters a strong team-oriented approachCommitted to intellectual honesty, integrity and adherence to the highest ethical standards. Trustworthy, adaptable, resilient and transparentCreative, yet pragmatic; challenges the status quo and helps the organization to overcome hurdles and build momentum and new capabilities with a sense of urgencyServes as an inspiring role model with the ability to coach and motivate team members to achieve their goalsHigh confidence and ability / willingness to drive decisionsCultural Impact :
Acts with Integrity and Authenticity - Operates with transparency, and authenticity, showing sincere interest in points of view of others. Can tease out motivating factors and align interestsBuilds Collaborative Relationships - Effectively influences / brings others along, aligning internal and external stakeholdersCommunicates Effectively - Understands the needs and perspectives of others and tailors delivery accordingly; shares information appropriately; actively listensDemonstrates Flexibility and Supports Change - Effectively navigates and drives change; comfortably assesses risk and problem solves; and demonstrates agility, flexibility and adaptabilityDrives Vision and Purpose - Clearly connects the company's strategy and the needs of its client base to the activities of the investor relations functionWorks well in a growing, fast paced environment which values direct communicationThe 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.