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 the Pac NW (Washington, Oregon, and Alaska). This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.
Responsibilities- Lead and develop the Pac NW 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.
Qualifications- 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.
- CIMA, CAIA, or CFA designations a plus.
- SIE, Series 7, 66 or SIE, 7, 63, 65 licenses
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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.
Compensation Details
The salary range for this role is $85,000-$100,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range 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 revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form 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.Learn about the Applicant Privacy Notice.
