Advisor Consultant, Broker Dealer
Neuberger Berman
full-time
Posted on:
Location Type: Remote
Location: Illinois • Missouri • United States
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Salary
💰 $85,000 - $100,000 per year
About the role
- Create new relationships and manage existing ones with Financial Advisors
- Increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies
- Lead and develop the Mid West territory targeting wirehouses and broker dealers
- Develop and implement a business plan for the territory
- Maintain a high level of expertise related to capital markets
- Coordinate all prospect meetings and sales support activities
- Maintain all activity information in Neuberger Berman CRM database
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
- Undergraduate degree required, graduate degree a plus
- CIMA, CAIA, or CFA designations a plus
Benefits
- Comprehensive package of benefits including paid time off
- Medical/dental/vision insurance
- Retirement plans
- Life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment managementintermediary distributioncapital marketssales strategybusiness planningclient relationship management
Soft Skills
executive presenceactive listeningclient preparednesspresentation skills
Certifications
CIMACAIACFA