Responsibilities:

• Provide leadership for and management of all activities and matters relating to client service for the assigned book of clients. Drive the delivery of premium service across the client base
• Develop individual client relationship plans covering the service engagement model, working closely with the Client Advisor(s) supported
• Proactively implement the appropriate client servicing standards, including reporting, cadence of portfolio reviews and due diligence meetings, and put together appropriate client communication plans
• Develop relationships with appropriate client contacts and set their own relationship management schedule with appropriate touch points (including light travel when needed); use touch points to keep current on changes being made, new managers being added, portfolio restructuring being considered, consultant/staff changes, competitor insights, etc., and systematically share insights with both the consultant coverage team and client advisor
• Have an in-depth understanding of the client portfolio and performance; provide proactive support and communication to clients with respect to production/firm performance, attributes, and developments
• Partner with Neuberger Berman’s reporting and analytics teams in New York and Chicago to ensure the quality of client review materials. Provide PMs with appropriate materials and insights to ensure they have sufficient depth on the client’s needs in advance of each Client/Portfolio Manager interaction
• Prepare, lead, and attend portfolio review meetings with Portfolio Managers and provide necessary follow-up, including call notes.
• Manage and oversee all aspects of client administration and related service delivery from other internal support functions. Review reporting content and be ultimately responsible for the quality of content delivered to clients
• Be the lead on all client interactions during the onboarding process, leveraging the onboarding team for project management internally. Proactively use the onboarding process to communicate the Neuberger Berman proposed servicing model and gain insight into client needs, including their expectations on how we interact with their consultants and other partners, if applicable
• Together with Legal partners, negotiate Investment Management Agreements with effective communication to the client regarding policy and investment management issues. Proactively ensure Neuberger Berman delivers on all requirements established in the Investment Management Agreements
• For customized portfolios, provide appropriate depth on the client’s mandate, investment benchmarks, guidelines, and servicing requirements to ensure all internal partners have the necessary information to act
• Coordinate the drafting of agreements and perform the due diligence process for new clients with internal departments
• Proactively identify trigger events putting mandates at risk (e.g., M&A, staff change, field or firm consultant change, change in consultant view on the strategy) and work with client advisors to mobilize the firm on at-risk mandates
• Utilize contact management system (Salesforce) for entering meeting requests, documenting client interactions, distributing call notes, onboarding kick-off, and relationship maintenance
• Ensure client receives IMA deliverables (ADV, insurance certificates, downgrade notifications, personnel updates, etc.).
• Enter client-directed cash flows
• Play a communications integrator role across Client Advisors and Consultant Relations
• Attend industry conferences as a senior representative of Neuberger Berman as required

Qualifications:

• 5–10 years of relevant asset management experience, preferably in a multi-asset class work environment, covering mutual fund and SMA products, as well as working knowledge of equity, alternative products, and instruments
• Series 7, 66, and 31 licenses preferred (required within six months of employment)
• Strong written and oral communication skills, accountable with excellent attention to detail
• Strong organizational skills; ability to prioritize work within a dynamic, deadline-driven environment
• Highly motivated team player with a desire to work on a wide range of projects
• Exhibits a high degree of integrity and interest in financial markets and investment strategy
• 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, problem-solving, and project management skills
• Excellent presentation, business writing, and oral communication skills
• Proficient in Microsoft Word, Excel, and PowerPoint