Proposal: Interim Strategic Marketing Advisor to Private Wealth Division

Prepared for: Henry Detering, Chief Marketing Officer, Neuberger Berman
Prepared by: Amy Parvaneh, Founder & Lead Strategist, Select Advisors Institute

Overview

Neuberger Berman’s Private Wealth division is currently in a strategic inflection point: the head of marketing seat has been vacant for over six months, and while a long-term search remains in motion, the team is navigating real-time strategic needs that require high-level leadership and decision-making support.

This engagement would provide an interim solution: Offering your team direct access to a seasoned CMO and advisor with deep specialization in wealth management marketing, coupled with mentorship and coaching for your current marketing staff.

Amy Parvaneh’s Bio and Resume

Scope of Engagement

• Weekly Strategy Meetings with Henry, Stephanie, and/or senior leadership to provide guidance on major marketing priorities, campaign decisions, and business planning

• Mentorship & Coaching for the three private wealth marketing staff members, including:

  • Creative and campaign review

  • Communication strategy

  • Marketing judgment development

  • Career mentorship and leadership skills

• CMO-Level Decision Support on vendor evaluation, media buying strategy, campaign planning, and creative direction

• Flexible Scheduling via Zoom and Calendly with options for ad hoc meetings or standing weekly calls

• Optional Add-On: Wealth Management Marketing Certification for team members, if desired

Time Commitment

• 10 hours per week, flexible use across strategy, team mentorship, and advisory; while the main contact around strategy will be Amy, she may bring in other subject matter experts from her team around coaching, mentoring, idea generation and more.

• 3-month initial term, with the option to extend or formalize into a longer-term solution if the in-house search is paused or redefined

Proposed Investment

$10,000/month
Includes:
→ Up to 10 hours/week of Amy’s direct strategic support (approx. 40–45 hrs/month)

→ Amy may bring in some other subject matter experts from her team as needed
→ If needed, fccess to Select Advisors’ full executional team (design, content, video) as needed
→ Coaching resources and mentorship infrastructure
→ Meeting coordination, documentation, and Email availability
→ Optional add-on: In-person visits (priced separately if requested)

Flexibility

We understand this is a critical yet fluid moment. Should you wish to start with a shorter pilot, we are happy to offer a 3-month initial engagement with an evaluation check-in before year-end. Our role can also evolve alongside your internal hiring process.