Neuberger Wealth oversees approximately $82 billion in assets for individuals, families, and charitable institutions across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions.
The Investment Strategist supports a book of nearly $1 billion through rigorous analysis, portfolio insights, and client-ready deliverables. Working as a close partner to the Wealth Advisor and other members of the Wealth Advisor’s team, the Strategist translates market and portfolio views into practical, implementable guidance across public and private markets. Success requires strong analytical skills, exceptional attention to detail, and the ability to communicate clearly with clients and internal partners.
Primary Responsibilities:
- Partner with the Wealth Advisor to build customized multi-asset portfolio solutions aligned with client objectives, constraints, and implementation considerations
- Synthesize client-specific information and the firm's Asset Allocation Committee views into actionable portfolio implications, implementation guidance, and recommendations, delivered to clients alongside the Wealth Advisor
- Present to clients and prospects, primarily individuals, families, and select institutions, in one-on-one and group settings
- Collaborate with Private Wealth investment, planning, tax, and trust specialists to ensure solutions are understood and integrated
- Analyze and synthesize data to create clear, polished client-facing and internal content, including presentations, market updates, whitepapers, webinar materials, talking points, and training content
- Build repeatable templates and exhibits while maintaining high standards for accuracy, quality control, and data integrity
Experience & Skills Qualifications:
- Bachelor’s degree required; MBA, CFA, and/or other designations preferred
- 7+ years’ experience required in financial markets, investment research, or wealth management (highly preferred)
- Strong public and private markets investment experience/exposure
- Direct portfolio construction, asset allocation, and client experience with high-net-worth clients
- Excellent written and verbal communication skills
- Team player and willingness to volunteer ideas and create analytical work beyond what is asked
- Proficient in Microsoft PowerPoint, Excel, and Bloomberg/FactSet
- Series 7 and 66 or Series 7, 63, and 65 licenses or ability to obtain within 3-to-6-months
- Willing to travel as needed
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $175,000-$200,000. 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, retirement, 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 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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