Job Description
The Senior Associate, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory in the South-Central United States. The primary objective is to help grow the business in the territory by collaborating with the Managing Director on larger accounts and independently covering additional accounts.
Responsibilities
Partner with the team in every aspect of the business development process from the initial research all the way through to the final closing of business. The SA must be able to own the full sales process and engage in all aspects. Responsibilities can be grouped into three main categories (1) deep knowledge of the territory (2) develop a deep understanding of Neuberger’s investment capabilities and (3) helping allocators in the territory solve their investment problems.
Deep knowledge of territory
Organization level: Research news articles, d...
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