Advisor Consultant, Broker Dealer, Southwest
Core
Building relationships with Financial Advisors at major wirehouses and broker dealers to increase sales of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investments in the Southwest territory.
Role type
Senior sales consultant / territory manager
Builds
Sales pipeline and asset growth for Neuberger Berman products
Domain
Financial services / Investment management
Deliverable
client delivery
Required skills
executive sales presence, territory management, prospecting, business plan development, capital markets expertise, CRM management, stakeholder coordination
Preferred skills
intermediary distribution experience, CIMA/CAIA/CFA designations, Series 7/66/63/65 licenses
Technologies
Neuberger Berman CRM
Responsibilities
Develop relationships with 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