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, leveraging 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 can be provided to enhance the overall client experience and help clients achieve their financial goals.

Growth/Retention
Develop relationships with extended family members to be positioned 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. Ideally, but as a secondary priority, build the client base through referrals, networking, and community involvement.

Communication
Establish and lead 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

Series 7 and 66 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 the amount the company believes it would pay for this role at the time of posting. It may be modified in the future and is applicable only for jobs performed in the posting location. An employee’s pay position within the salary range will be based on factors including 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 discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of the 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.

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