"Alerted.org

Summary:

The Marketing Coordinator will provide marketing and administrative support to three Wealth Advisor teams in the New York office. Candidate should possess a proactive work ethic, an active interest in the financial markets and be energized by the possibility of contributing within a highly skilled team environment. This position will provide the individual with a perspective on Neuberger Berman’s Private Wealth Management business.

Responsibilities:

Marketing Responsibilities:

+ Dynamically maintain all client and prospect data in Salesforce database.

+ Take ownership of all marketing initiatives.

+ Prepare and execute mass mailings (i.e., weekly e-mail blasts, welcome letters, newsletter requests, quarterly client reports, etc.).

+ Coordinate and assist with event planning.

+ Coordinate and assist with the development and execution of marketing campaigns.

+ Prepare prospect and client presentations and correspondence.

Administrative Responsibilities:

+ Manage calendar activities via Outlook for Wealth Advisors, including travel arrangements, scheduling internal/external meetings, coordinating calls and video conferences, etc.

+ Prepare travel & expense reports.

+ Assist client associate team with various account maintenance tasks.

+ Prepare subscription documents for Private Equity investments. Track capital calls and distributions.

+ Perform general office duties: answering phones, typing correspondence, copying, filing, binding presentations, supply orders, sorting and distributing mail, etc.

Qualifications:

+ Undergraduate degree.

+ Minimum of 2-3 years of administrative support or related experience.

+ Advanced proficiency with Microsoft Word, Outlook, PowerPoint, Adobe Acrobat and Pro, including a working knowledge of mail merges and tables.

+ Salesforce and Concur experience a plus.

+ Strong written and verbal communication skills, strong interpersonal and client servicing skills.

+ Detail oriented and organized with strong follow-up skills.

+ Ability to adapt to a rapidly changing and fast paced business environment.

+ Ability to operate effectively and work under pressure with tight deadlines.

+ Team player and a desire to collaborate with others.

Compensation Details

The salary range for this role is $65,000-$85,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. 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.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

_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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ [email protected]_ _._

_Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) ._

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

For important disclosures: http://www.nb.com/linkedin