Investment Strategist

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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Compensation Details

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 contactonlineaccommodations@nb.com.

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