Advisor Consultant Associate, Cross-Channel

Neuberger Berman • New York, NY

20h • $75,000 - $75,000 • Hybrid

About The Position

Reporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultant (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within a specific geographic region.

Requirements

• Prior experience in sales within financial services industry is preferred
• Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment
• Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process
• Must be a "self-starter" that can meet activity/production quotas.
• Bachelor’s Degree required, ideally in business administration, marketing, or finance
• Series 7, 63, 65, and 31 or 7, 66, and 31 licenses required, or obtained within 3-6 months of hire date, depending on licenses needed
• Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Nice To Haves

• Prior experience in sales within financial services industry is preferred

Responsibilities

• Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income, alternative, and private equity products to advisors across regional and independent advisor firms
• Make outbound calls focusing on prospecting, uncovering, and closing sales opportunities, providing product updates, setting up sales appointments, and following up on client service
• Act as a resource to advisors by developing and maintaining strong knowledge of Neuberger Berman products, the industry, the competition, our clients, and their firms
• Develop a strategy with external wholesalers to maximize territory coverage; develop and maintain relationships with key advisors
• Assist with territory and firm-wide marketing and sales campaigns
• Assist in analyzing territory sales, marketing, and product data to determine opportunities
• Respond to inbound sales inquiries, literature requests, and service issues
• Act as a liaison between the sales force and the operations department to resolve client issues and problems
• Maintain the contact relationship management database (Salesforce) to effectively manage the territory
• Some limited travel may be required

Benefits

• We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees