Wealth Management Coordinator

Summary

The Wealth Management Coordinator will provide both marketing and administrative support to three Wealth Advisors in Neuberger Berman’s Dallas office. The ideal candidate is energized by working in a dynamic, highly skilled team environment, possesses a proactive work ethic, and has an active interest in the financial markets. This role offers a unique perspective on Neuberger Berman’s Private Wealth Management business and requires a candidate who can confidently engage with ultra-high-net-worth clients.

Key Responsibilities

Marketing Duties

• Maintain all client and prospect data in Salesforce with accuracy and attention to detail
• Take ownership of all marketing initiatives, including campaign development and execution
• Prepare and execute mass mailings (e.g., weekly e-mail blasts, welcome letters, newsletters, quarterly client reports)
• Coordinate and assist in event planning and marketing campaigns.
• Prepare prospect and client presentations and correspondence
  
  

Administrative Duties

• Manage Outlook calendars for Wealth Advisors, including travel arrangements, scheduling meetings, and coordinating calls/video conferences
• Prepare travel and expense reports
• Support the client associate team with account maintenance tasks
• Prepare subscription documents for Private Equity investments and track capital calls/distributions
• Perform general office duties such as answering phones, greeting clients, typing correspondence, copying, filing, binding presentations, supply orders, and sorting/distributing mail
  
  

Ideal Candidate Profile

• Extensive client-facing experience: Confident in answering phones, greeting clients, and setting up for meetings (including refreshments)
• Exposure to financial services (e.g., banking, mortgages, wealth management) strongly preferred
• Professional and polished demeanor, with the ability to represent the team to ultra-high-net-worth clients
• Well-spoken, articulate, and highly professional
• Strong organizational skills, with the ability to track, manage, and prioritize multiple tasks
• Exceptional attention to detail, particularly when interacting with high-net-worth clients
• Ability to multi-task and maintain a positive attitude in a fast-paced, small team environment
• Adaptability to work effectively with diverse personalities
  
  

Qualifications

• Undergraduate degree required
• Minimum 2-3 years of administrative support or related experience
• Advanced proficiency in Microsoft Word, Outlook, PowerPoint, and Adobe Acrobat/Pro; familiarity with mail merges and tables
• Salesforce and Concur experience a plus
• Excellent written and verbal communication skills; strong interpersonal and client service abilities
• Detail-oriented, organized, and strong follow-up skills
• Ability to adapt to a rapidly changing business environment and operate effectively under tight deadlines
• Team player with a collaborative mindset
  
  

Compensation Details

The salary range for this role is $65,000-$85,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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