"Alerted.org

The Intermediary Client Service Team supports our firms bespoke Separately Managed Account (SMA) business. The team serves as the main administrative contacts between our firm and key financial intermediary partners. The team supports various external separate account distribution channels across sub-advisory, dual contract, and direct client engagements.

In this role you will own data oversight and executive metric delivery, anchoring data governance and operational enablement for the SMA business. Partnering with Portfolio Management, Legal/Compliance, Technology, Sales, RFPs, and Performance, you will align siloed processes, define departmental procedures, and implement continuous improvements that enhance model delivery, manager-traded account oversight, and business scalability.

Responsibilities:

+ Partner with Intermediary Sales (National Accounts, Broker Dealer, and RIA channel) to achieve strategic firm objectives

+ Manage relationships with individual Financial Advisors and Financial Advisory Teams

+ Liaison with Portfolio Managers and Portfolio Management teams to ensure strategic objectives across various distribution channels are achieved

+ Partner with the PM Team Traders, Compliance, Middle Office, Reconciliation, RFP Team, to facilitate client requests.

+ Ensure internal policies and procedures are in line with sponsor firm guidelines

+ Crucial member of the team tasked with onboarding new Intermediary relationships from contracting to implementation

+ Responsible for review all new Sub-Advisory IMAs with firm legal

+ Provide oversight of the teams execution of cash flow management and administrative changes

+ Involvement in the launch of new products across the various Intermediary platforms

+ Responsible for providing key metrics to senior management

+ Help manage the Intermediary billing process

+ Define and help establish departmental procedures

Qualifications:

+ Minimum of 5 years of financial services experience preferably managing a client service team

+ Bachelor's degree or equivalent experience

+ Knowledge of equity, fixed income, and derivative products offered in Separately Managed Accounts (SMA)

+ Familiar with the Charles Schwab (Marketplace), Fidelity (Separate Account Network), and Pershing (Lockwood) platforms a plus

+ Ability to manage key financial partners in a professional manner

+ Excellent communication and organizational skills

+ Willing to be Series 7 and 66 registered

+ Strong knowledge of Excel and PowerPoint (Visio a plus)

\#LI-DD2

\#LI-Hybrid

Compensation Details

The salary range for this role is $115,000-$140,000. 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 $538 billion in client assets (as of June 30, 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