Client Advisory Specialist

Minimum five years’ experience in intermediary distribution; for example, FA engagement, home office coverage/support, and/or hybrid or external client coverage
Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment
Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process
Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level
Demonstrable leadership capabilities and a self-starter mindset
Ability to coordinate client engagement across multiple territories, and help manage relationships across various roles and seniority levels including advisors and COIs
Self-motivator and team-oriented
Series 7, 63, 24, 65, or 66 (or obtained within 6 months of hire)

Partner with Advisor Consultants to maximize overall sales/fundraising efficiency and deliver an excellent client experience
Embrace data and field knowledge to optimize and scale territory coverage
Support the coverage of territory COIs with a focus on strategic relationship building and increasing brand awareness
Partner with home office coverage to prioritize and align NB’s initiatives across advisor segments (e.g., PWM, private bank)
Scale the allocation of firm resources with a focus on optimizing leverage (specifically specialists and firm leadership, as appropriate)
Professionally manage the territory sales pipeline in partnership with Advisor Consultants; partner on client segmentation and lead generation optimization
Build FA relationships through follow-ups and a consistent engagement process
Primarily engage with clients remotely with the potential for in-territory travel
Partner with leadership around marketing and product feedback loops