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Support external wholesaling efforts to promote Neuberger Berman investment products to financial advisors. Prospect, make outbound calls, set appointments, respond to inquiries, maintain Salesforce, analyze territory data, assist marketing/sales campaigns, and liaise with operations. Limited travel may be required.

This job is a call for experienced professionals to express interest for future roles at Neuberger Berman, focusing on collaboration and development.

The Investment Strategist supports Wealth Advisors in portfolio construction, analyzes data for client insights, and presents actionable recommendations to clients, requiring strong analytical and communication skills.

Coordinate new client implementations from kickoff through go-live. Collaborate with teams to define requirements, drive issue resolution, and ensure operational readiness across systems.

Design, build, and maintain scalable .NET/C# full-stack applications and integrations for Private Wealth. Collaborate with business partners, participate in SDLC, address production issues, lead design reviews, optimize platforms, and mentor junior developers while using Agile practices and AI-assisted development tools.

Provide high-touch client service and administrative support across onboarding, account maintenance, reporting, and fundraising for mutual fund, institutional, and private wealth clients. Serve as backup equity trader, executing trades via Charles River and Alladin, and partner with Portfolio Management, Operations, Compliance, and Business Controls to ensure accurate, timely client deliverables.

Lead analytics, AI, automation, and client-data-product initiatives for private markets secondaries. Design intelligence layers, AI-enabled extraction, standardized reporting, and client/RFP datasets. Drive data standards, governance, automation, and cross-functional delivery to improve data quality, scalability, and actionable insights.

Lead design and governance of private wealth products and investment programs. Define eligibility rules, fee structures, and operational/data specifications. Partner with Legal, Compliance, Operations, Technology, and Advisors to document guardrails, maintain governance artifacts, support product launches, identify control risks, and ensure consistent data usage across systems and reporting.

Lead compensation programs, provide advisory support to HR and business leaders, run benchmarking (McLagan), support job architecture and leveling, partner with People Analytics, manage annual compensation cycle, produce communications and change materials, perform ad hoc analyses and identify AI automation opportunities to improve compensation workflows.

Support advisor and portfolio teams by developing customized marketing materials, executing client communications, planning events, managing project timelines with creative/digital/compliance partners, and measuring initiative performance to drive client engagement and business development.