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Senior Client Associate/Vice President, Institutional

  2026-01-19     Neuberger Berman     Honolulu,HI  
Description:

divh2Institutional Sales Manager/h2pAs 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./ppKey responsibilities and duties include, but are not limited to:/pulliOrganize and expand a successful marketing and sales strategy around a focused territory in the Southwest region in line with the firms 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./liliRepresent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives)/liliEffectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman/liliCommunicate substantive client activity with the firm through written call notes/liliIntegrate the direct sales program with the consultant marketing program of the firm in close partnership/liliDetermine team, agenda, and materials necessary for all presentations involving other firm professionals/liliAccurately and successfully represent the firm to the outside world in various public forums/li/ulpPivotal Experience Expertise:/pulliMinimum of 7 years experience in an institutional sales role at an investment management firm/liliExtensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments Foundations and other institutional channels in the Western region/liliSuccessful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients/liliDemonstrated ability to represent a multiple-product firm across both publics and privates/liliExcellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutions/liliProven success in building long-term relationships/liliProven success in presenting during finals meetings, leveraging a keen understanding of the sales cycle/li/ulpLeadership Capabilities:/pulliEffective at leading, influencing and communicating with varying levels of expertise internally and externally/liliSuperior verbal and written communicator who can effectively toggle from teamwork to independent execution/liliHighly collaborative and fosters a strong team-oriented approach/liliCommitted to intellectual honesty, integrity and adherence to the highest ethical standards. Trustworthy, adaptable, resilient and transparent/liliCreative, yet pragmatic; challenges the status quo and helps the organization to overcome hurdles and build momentum and new capabilities with a sense of urgency/liliServes as an inspiring role model with the ability to coach and motivate team members to achieve their goals/liliHigh confidence and ability/willingness to drive decisions/li/ulpCultural Impact:/pulliActs 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 interests/liliBuilds Collaborative Relationships - Effectively influences/brings others along, aligning internal and external stakeholders/liliCommunicates Effectively - Understands the needs and perspectives of others and tailors delivery accordingly; shares information appropriately; actively listens/liliDemonstrates Flexibility and Supports Change - Effectively navigates and drives change; comfortably assesses risk and problem solves; and demonstrates agility, flexibility and adaptability/liliDrives Vision and Purpose - Clearly connects the companys strategy and the needs of its client base to the activities of the investor relations function/liliWorks well in a growing, fast paced environment which values direct communication/li/ulpThe 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./ppNeuberger 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./p/div


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