RIA Client Advisor: Build Relationships Across Central Region

Neuberger Berman; United States; On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

401(k)

Life insurance

Job summary

Neuberger Berman seeks an RIA Client Advisor to grow NB's platform through strategic relationship building with RIAs managing significant AUM in the Central Region, including Dallas, Austin, Houston, Denver, St. Louis and Kansas City.

You will profile clients, deliver market insights, coordinate with internal teams, and manage 5–10 client meetings weekly while advancing a nascent business with emphasis on fixed income and ETF strategies.

Qualifications

• Minimum of 5 years client-facing experience in a financial services environment.
• Ability to communicate complex investment concepts clearly.
• Strong relationship management and business development capabilities.
• Proven collaboration across internal teams to meet client needs.
• Licenses: Series 7 and Series 63/65 required; Series 31 within 3 months.

Responsibilities

• Profile clients to understand investment goals and processes (60% in TX; rest of Central Region).
• Provide market commentary, performance attribution, and portfolio insights.
• Coordinate with marketing, performance, analytics, operations, and compliance.
• Proactively address client issues by engaging internal stakeholders.
• Attend 5–10 client meetings per week and foster advocacy with investment teams.
• Demonstrate strategic thinking and strong written/verbal communication.

Skills

Relationship management

Business development

Fixed income/ETF knowledge

Communication skills

Collaboration

Client profiling

Education

Series 7

Series 63/65

Series 31

CFP

CIMA

CFA/CAIA

Job description

Neuberger Berman seeks an RIA Client Advisor to grow NB's platform through strategic relationship building with RIAs managing significant AUM in the Central Region, including Dallas, Austin, Houston, Denver, St. Louis and Kansas City.

You will profile clients, deliver market insights, coordinate with internal teams, and manage 5–10 client meetings weekly while advancing a nascent business with emphasis on fixed income and ETF strategies.