Neuberger Berman · 2 days ago
Advisor Consultant, Broker Dealer, Western PA-NY
Home, PA
Full-time
Hybrid
Senior Level, Lead/Staff
$85K/yr - $100K/yr
10+ years expNeuberger Berman is a leading investment management firm, and they are seeking an Advisor Consultant to create and manage relationships with Financial Advisors. The role focuses on increasing sales and revenue through relationship building and strategic planning within the Western Pennsylvania and Western New York territories.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
Responsibilities
Lead and develop the Western PA-NY 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
Qualification
Required
A minimum of 10 years' experience within the investment management industry
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
Preferred
5+ years of intermediary distribution experience
Graduate degree a plus
CIMA, CAIA, or CFA designations a plus
SIE, Series 7, 66 or SIE, 7, 63, 65 licenses
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
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
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