Advisor Consultant Associate

Neuberger Berman • New York, NY

8d • 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 Consultants (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within the Midwest and West regions.

Requirements

• Bachelor’s Degree required, ideally in business administration, marketing, or finance
• Series 7 & 63/65 or 66 licenses required (or obtained within 6 months of hire)
• Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Nice To Haves

• 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.

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

Benefits

• paid time off
• medical/dental/vision insurance
• retirement
• life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level