Private Markets Specialist

Responsibilities

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

• 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
• 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

Compensation

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.