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.
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.
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
Benefits
Dental insuranceVision insurancePerformance bonus
Additional Information
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.
Nb · Home Office -, WA