Neuberger Berman · 1 week ago
Advisor Consultant Associate, Cross-Channel
New York, NY
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $75K/yrNeuberger Berman is a leading investment management firm, and they are seeking an Advisor Consultant Associate to support the sales team by promoting and selling investment products to financial advisors. The role involves partnering with external wholesalers, managing client relationships, and analyzing sales opportunities within a specific geographic region.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
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
Some limited travel may be required
Qualification
Required
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
Bachelor's Degree required, ideally in business administration, marketing, or finance
Series 7, 63, 65, and 31 or 7, 66, and 31 licenses required, or obtained within 3-6 months of hire date, depending on licenses needed
Preferred
Prior experience in sales within financial services industry
Benefits
Discretionary bonus
Production compensation
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance and other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Founded in 1939
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
Recent News
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