Private Markets Specialist

Neuberger is seeking a Private Markets Specialist to join its North American Intermediary Sales team in New York. This is a high-visibility, client-facing role that sits at the intersection of private markets expertise and financial advisor engagement. The Specialist will serve as a subject matter authority on Neuberger's registered private equity platform, partnering closely with Client Advisors to drive fundraising, deepen advisor relationships, and expand private markets literacy across the US intermediary channel.

This role is ideal for a motivated investment professional who is equally comfortable in front of clients as they are behind the data — someone who can translate complex private markets concepts into compelling narratives for financial advisors and their clients.

Responsibilities

Sales & Fundraising Support

• Partner with Client Advisors and the broader Alternatives Specialist team to support registered private equity fundraising across US financial intermediary channels

• Serve as a key point of contact for financial advisors navigating Neuberger's suite of registered PE products — from initial education through subscription and beyond

• Drive advisor engagement by delivering high-quality investment content, market commentary, and product updates that reinforce conviction and accelerate the sales cycle

• Proactively uncover new opportunities and prospective advisor targets through outbound email and phone outreach, building and expanding the pipeline within assigned channels

Client & Advisor Education

• Educate financial advisors and their end clients on private equity fundamentals — including market dynamics, fund structures, liquidity considerations, and expected investment outcomes

• Develop and deliver compelling presentations, both in-person and virtually, tailored to advisor sophistication and client profile

• Host and facilitate group virtual events (Zoom) with advisors and clients to discuss private markets trends and Neuberger's registered PE offerings

Market Intelligence & Competitive Analysis

• Conduct ongoing competitive analysis and research to monitor peer offerings, market positioning, and emerging trends within the registered private markets landscape

• Leverage competitive insights to inform sales messaging, anticipate advisor objections, and sharpen Neuberger's differentiated value proposition

Internal Coordination & Collaboration

• Serve as a connector across internal stakeholders — including the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing — to ensure cohesive messaging and seamless execution

• Partner closely with the Marketing and Investment teams on the development, refinement, and maintenance of sales collateral, ensuring materials are current, accurate, and aligned with the firm's positioning

• Contribute to the development of sales materials, talking points, and market updates in collaboration with the investment and marketing teams

Qualifications

Experience & Education

• Bachelor's degree in Finance, Economics, Business, or a related field; strong academic record required

• 6+ years of relevant professional experience in finance, investment management, private equity, investment banking, or a related field

• Prior experience in a client-facing or sales-adjacent role within alternatives or wealth management strongly preferred

Skills & Competencies

• Deep understanding of private markets — including private equity structures, fund mechanics, and the registered product landscape (e.g., interval funds, tender offer funds, BDCs)

• Exceptional communication skills — able to distill complex investment concepts into clear, persuasive narratives for both sophisticated and emerging-private-markets audiences

• Strong presentation skills with demonstrated ability to engage and influence advisor audiences in both one-on-one and group settings

• Highly organized with strong project management capabilities and meticulous attention to detail

• Demonstrated ability to manage multiple priorities independently in a fast-paced, deadline-driven environment

• Collaborative, team-first orientation with the maturity and judgment to navigate complex internal and external relationships

Licensing

• Series 7, 63 and 65 — or Series 7 and 66 — required within 90 days of hire

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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 $180,000-$210,000. 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 [email protected].

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