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Neuberger Berman · 22 hours ago

Vice President, Institutional

Mountain Home, TX

Full-time

Hybrid

Mid, Senior Level

$130K/yr - $150K/yr

7+ years exp

Neuberger Berman is a leading investment management firm, and they are seeking a Vice President for their Institutional sales team in the West South Central region. The role involves selling institutional investment management services and increasing assets under management across various asset classes while collaborating with internal teams and representing the firm's investment platforms.

BankingBusiness DevelopmentFinanceFinancial Services

Culture & Values

No H1B

Responsibilities

Organize and expand a successful marketing and sales strategy around a focused territory in the West South Central region in line with the firm's overall strategy, which targets Pensions, Endowments & Foundations and other institutional channels. Asset growth will be achieved through winning new mandates from current clients of Neuberger Berman as well as qualified prospects within the region

Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives)

Effectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman

Communicate substantive client activity with the firm through written call notes

Integrate the direct sales program with the consultant marketing program of the firm in close partnership

Determine team, agenda, and materials necessary for all presentations involving other firm professionals

Accurately and successfully represent the firm to the outside world in various public forums

Qualification

Institutional sales experienceClient relationship managementInvestment management knowledgeCommunication skillsPresentation skillsTeam leadershipCollaborationAdaptability

Required

Minimum of 7 years' experience in an institutional sales role at an investment management firm

Extensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments & Foundations and other institutional channels in the West South Central region

Successful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients

Demonstrated ability to represent a multiple-product firm across both publics and privates

Excellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutions

Proven success in building long-term relationships

Proven success in presenting during “finals” meetings, leveraging a keen understanding of the sales cycle

Effective at leading, influencing and communicating with varying levels of expertise internally and externally

Superior verbal and written communicator who can effectively toggle from teamwork to independent execution

Highly collaborative and fosters a strong team-oriented approach

Committed to intellectual honesty, integrity and adherence to the highest ethical standards. Trustworthy, adaptable, resilient and transparent

Creative, yet pragmatic; challenges the status quo and helps the organization to overcome hurdles and build momentum and new capabilities with a sense of urgency

Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals

High confidence and ability/willingness to drive decisions

Acts with Integrity and Authenticity - Operates with transparency, and authenticity, showing sincere interest in points of view of others. Can tease out motivating factors and align interests

Builds Collaborative Relationships - Effectively influences/brings others along, aligning internal and external stakeholders

Communicates Effectively - Understands the needs and perspectives of others and tailor's delivery accordingly; shares information appropriately; actively listens

Demonstrates Flexibility and Supports Change - Effectively navigates and drives change; comfortably assesses risk and problem solves; and demonstrates agility, flexibility and adaptability

Drives Vision and Purpose - Clearly connects the company's strategy and the needs of its client base to the activities of the investor relations function

Works well in a growing, fast paced environment which values direct communication