Relationship Manager

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• 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

Relationship Manager New York, NY 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 be responsible for developing and leading a methodical approach to client outreach and engagement. The SRM will be responsible for leveraging the available 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

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