Advisor Consultant, Broker Dealer, Pac NW
Core
Create new relationships and manage existing ones with Financial Advisors at major wirehouses to increase sales of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investments.
Role type
Senior sales consultant (broker dealer)
Builds
Sales pipeline and asset growth for Neuberger Berman products
Domain
Financial services / Investment management
Required skills
Relationship building, territory management, prospecting, business plan development, capital markets expertise, CRM management, executive sales presence
Preferred skills
Intermediary distribution experience, wirehouse experience, CIMA/CAIA/CFA designations, SIE/Series 7/66 licenses
Technologies
Neuberger Berman CRM
Responsibilities
Develop relationships with financial advisors at wirehouses and broker dealers; implement territory business plans; coordinate prospect meetings and RFP activities; maintain expertise in capital markets and investment products; manage territory assets across mutual funds, SMAs, and ETFs.
Seniority
Senior, hands-on IC