Position Overview:

As a member of a Private Asset Management (PAM) team within Neuberger Wealth, the Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business with an emphasis on the largest and most complex relationships, the highest potential relationships, and the at-risk relationships. The SRM will be responsible for developing and leading a methodical approach to client outreach and engagement. The SRM will be responsible for leveraging the available technology to organize, systematize, and scale client engagement activities and ensure consistent execution across the client base. The SRM will manage high net worth client relationships across all products and services, focusing on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, expanding client connectivity, retaining assets, and growing assets. <...