Wealth Management Coordinator
Neuberger BermanDallas, Texas, United States
Posted October 31, 2025
65000 - 85000 USD year
Full Time
About the Company
Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with over 2,800 employees in 26 countries. The firm manages $538 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm has been named by Pensions & Investments as the #1 or #2 Best Place to Work in Money Management for each of the last eleven years (firms with more than 1,000 employees). Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of June 30, 2025.
Job Description
Neuberger Berman's Wealth Management Coordinator will provide administrative and marketing support to three Wealth Advisors in Dallas. This role requires a proactive individual with a strong interest in the financial markets and the ability to engage with ultra-high-net-worth clients. The position involves supporting client communication, marketing initiatives, event planning, and administrative tasks. The ideal candidate will be confident and professional.
Requirements
- Extensive client-facing experience
- Exposure to financial services (banking, mortgages, wealth management)
- Strong organizational skills
- Professional demeanor
- Adaptability to a fast-paced environment
- Detail-oriented, organized, and strong follow-up skills
- Excellent written and verbal communication skills
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(k)
- Paid time off
- Retirement plan
