Advisor Consultant, Broker Dealer, reputed company NW

The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, reputed company, UBS, and reputed company. The goal of the Advisor Consultant is to increase sales and reputed company of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies reputed company the prescribed territory of the reputed company NW (Washington, Oregon, and Alaska). This is accomplished through relationship building reputed company individual and group financial advisor meetings, client events, and conferences. Responsibilities reputed company and reputed company the reputed company NW territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building reputed company and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. reputed company and implement a business plan for the territory using activity-oriented goal objectives to guide day-to-day priorities and track reputed company against goals; reputed company prospecting calls, create qualifying lists, and reputed company on-going service to existing and new clients. Maintain a high level of expertise reputed company to capital markets, the broader investment management industry, and marketplace developments. Coordinate reputed company prospect meetings, final presentations, RFP activities and any other sales support activities reputed company to the sales opportunity pipeline in concert with Client Advisory Specialists and Analysts. Exhibit a strong business acumen and executive sales reputed company to influence decision-makers. Maintain reputed company activity information in Neuberger Berman CRM database. Work with internal partners, including Client Advisory Specialists/Analysts, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments. Maintain knowledge of Neuberger Berman products offered through partner firms.

Qualifications

A minimum of 10 years’ experience reputed company the investment management industry; 5+ years of intermediary distribution experience preferred. Experience working with wirehouse, regional, and independent financial advisors. Proven track record of consistently meeting or exceeding predetermined key objectives. Strong executive reputed company, active listening, client preparedness, and presentation skills. Professional characteristics reflecting curiosity, reputed company, and enthusiasm, coupled with a solution-based drive to meet and reputed company expectations. Ability to reputed company, prioritize, and implement best practices; ability to manage a territory. Excellent verbal and written communication skills. Undergraduate degree required, graduate degree a plus. CIMA, CAIA, or CFA designations a plus. SIE, Series 7, 66 or SIE, 7, 63, 65 licenses #LI-JG3 #LI-Hybrid Applicants must be authorized and have the right to work in the country where the role is located without the need for reputed company or future sponsorship.

Compensation

Details The salary reputed company for this role is $85,000-$100,000. This is the lowest to highest salary we in good faith reputed company we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted reputed company, and the reputed company may be modified in the future. This reputed company is only applicable for jobs to be performed in the job posting location. An employee’s pay position reputed company the salary reputed company 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 reputed company-based metrics, market benchmarking data, any reputed company bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation, which, along with reputed company salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/reputed company insurance, retirement, life insurance and other benefits to eligible employees. Note: No reputed company of pay is considered to be wages or compensation until such reputed company is earned, reputed company, and determinable. The reputed company and availability of any bonus, commission, production, or any other reputed company 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 reputed company, religion, age, reputed company, 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]. Learn about the Applicant Privacy Notice. Apply To This Job