Advisor Consultant, Broker Dealer, Northeast
About The Position
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Eastern New York, Connecticut, Rhode Island, Vermont, and Western Massachusetts. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.
Requirements
- A minimum of 10 years’ experience within 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 presence, active listening, client preparedness, and presentation skills.
- Professional characteristics reflecting curiosity, empathy, and enthusiasm, coupled with a solution-based drive to meet and achieve expectations.
- Ability to develop, prioritize, and implement best practices; ability to manage a territory.
- Excellent verbal and written communication skills.
- Undergraduate degree required, graduate degree a plus.
- SIE, Series 7, 66 or SIE, 7, 63, 65 licenses
Nice To Haves
- CIMA, CAIA, or CFA designations a plus.
Responsibilities
- Lead and develop the Northeast territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs.
- Develop and implement a business plan for the territory using activity-oriented goal objectives to guide day-to-day priorities and track progress against goals; make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients.
- Maintain a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments.
- Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in concert with Client Advisory Specialists and Analysts.
- Exhibit a strong business acumen and executive sales presence to influence decision-makers.
- Maintain all 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
