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⏰ Full-time

Client Advisory Specialist

Neuberger
Location πŸ“ New York, United States
Posted πŸ“… June 01, 2026
Work Type ⏰ Full-time

Position Overview

As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and data/analytics teams to deliver the breadth of Neuberger Berman’s resources and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and developing new opportunities, and driving business development through market-level partnerships.

**Responsibilities**

+ Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients
+ Leverage data and field knowledge to optimize and scale ...

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Job Details

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Employment Type
Full-time
πŸ“Š
Category
other-general
🏠
Work Arrangement
On-site
πŸ“
Location
New York, United States