Relationship Manager

Position Overview

As a member of a Private Asset Management (PAM) team within Neuberger Wealth, the Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business with an emphasis on the largest and most complex relationships, the highest potential relationships, and the at‑risk relationships. The SRM will develop and lead a methodical approach to client outreach and engagement, leverage technology to organize, systematize, and scale client engagement activities, and ensure consistent execution across the client base. The SRM will manage high net worth client relationships across all products and services, focusing on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, expanding client connectivity, retaining assets, and growing assets.
Primary Responsibilities

Investments:

Partner with PAM portfolio managers in delivering client service related to existing investments. Advise clients and aid in implementation of overall investment strategy including asset allocation, portfolio management, and diversification, in accordance with the investment objectives of the individual clients.
Wealth Strategy:

Actively seek opportunities with clients to provide wealth strategy services including wealth planning, trust and estate planning, philanthropic advisory, and other relevant services that enhance the overall client experience and help clients achieve their financial goals.
Growth/Retention:

Develop relationships with extended family members to facilitate an orderly transition of assets as they pass to the next generation. Identify opportunities to expand client relationships through holistic planning, asset allocation, and diversification. Build the client base through referrals, networking, and community involvement.
Communication:

Establish and lead an approach to organized client communications leveraging both the PAM team and firmwide content. Organize and lead active participation in client events and other opportunities to provide memorable experiences and deepen client relationships.
Metrics:

Client retention rate; net flow AUM; net flow RRR; diversification; wealth strategy and planning activities; client engagement activities including emails, phone calls, meetings, events, and entertainment.
Experience & Skills Qualifications

Several years of experience working directly with high-net-worth clients in a financial planning capacity.
Strong executive presence, active listening, client preparedness, and presentation skills.
Proven track record of consistently meeting or exceeding predetermined key objectives.
Knowledge of financial planning, insurance, retirement savings vehicles.
Excellent verbal and written communication skills.
Proficiency in eMoney software helpful.
Series7 and66 required; CFP® designation ideal.
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details

The salary range for this role is $150,000-$225,000. This range is applicable for jobs performed in the job posting location and may be modified in the future. The employee’s pay within the range is based on factors such as education, qualifications, certifications, experience, skills, seniority, location, performance, travel requirements, sales or revenue-based metrics, market benchmarks, and business needs. The role is also eligible for discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of a comprehensive package.
Benefits include paid time off, medical/dental/vision insurance, retirement, life insurance, and other benefits to eligible employees.
Neuberger 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.
For accessibility assistance or application process support, contact onlineaccommodations@nb.com.

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