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Client Advisory Specialist

Company

Neuberger

Location

New York, NY

Posted

June 15, 2026

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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