Client Advisory Specialist

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

Not verified last checked Jun 13, 2026

Salary

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401(k) match

Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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About this role

Client Advisory Specialist New York, NY 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 territory coverage Engage clients through service to deepen and expand existing relationships Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the “next best step” and collaborate to leverage Neuberger Berman resources where appropriate Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities Align with home office coverage to prioritize Neuberger Berman's resources for relevance across partner firms and advisor segments Scale the allocation of firm resources with a focus on driving leverage Build brand and deepen advisor relationships through consistent, value-added engagement. Primarily engage with clients remotely, with potential for in-territory travel Collaborate with teams to design and implement systems

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