Advisor Consultant, Broker Dealer

ConsultantConsultantFull TimeRemoteLeadTeam 1,001-5,000Since 1939H1B SponsorCompany SiteLinkedIn

Location

Connecticut + 1 moreAll locations: Connecticut, New York

Posted

46 days ago

Salary

$85K - $100K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

• Lead and develop the Long Island & CT 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

Job Requirements

  • A minimum of 10 years’ experience within the investment management industry
  • 5+ years of intermediary distribution experience preferred
  • 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

Benefits

  • paid time off
  • medical/dental/vision insurance
  • retirement
  • life insurance and other benefits

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