Client Advisor, Montreal

Neuberger Berman•Montreal, QC

3d•Hybrid

About The Position

Neuberger Berman Canada is seeking a Client Advisor to drive its distribution strategy in Quebec. This role involves building and maintaining relationships with financial advisors, promoting investment solutions, and achieving sales targets. The position offers the opportunity to make a significant impact within a growing Canadian business of a globally recognized, employee-owned investment firm. The ideal candidate will be a dynamic and experienced sales professional with a strong network and excellent communication skills.

Requirements

Bachelor’s degree in finance, business, or a related field
5-10 years of successful experience in asset management sales, ideally in a senior external wholesaler or sales leadership role
Deep, established relationships with high-performing corner office advisors in Toronto and beyond
Strong understanding of investment vehicles (mutual funds, ETFs, Closed End Funds), investment strategies (fixed income, equities, alternatives - liquid alts and private market strategies), and portfolio construction strategies
Exceptional communication and presentation skills with the ability to convey complex concepts to sophisticated investors
Self-motivated and goal-oriented, with a track record of exceeding sales targets
Effective organizational skills, capable of managing multiple priorities in a fast-paced environment
Proficient in CRM systems and sales tracking tools

Responsibilities

Proactively engage with financial advisors to promote Neuberger Berman’s investment solutions
Develop and execute a comprehensive territory business plan to achieve and exceed sales targets
Cultivate relationships with high performing "corner office" advisors across Quebec
Deliver impactful presentations to financial advisors, branch offices, and at client events, showcasing the firm’s investment strategies and market insights
Conduct one-on-one and group meetings, both virtually and in person, to share product updates and sales ideas
Stay current on market trends and competitor offerings to provide timely insights to advisors
Collaborate closely with the Head of Intermediary Distribution and internal stakeholders to execute strategic sales initiatives.
Maintain accurate client records and sales activity tracking in CRM systems
Provide ongoing advisor support and handle complex client inquiries