Neuberger Berman
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
#LI-JG3
#LI-Onsite
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
.
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by
Pensions & Investments
as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin
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
#LI-JG3
#LI-Onsite
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
.
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by
Pensions & Investments
as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin