Advisor Consultant, Broker Dealer
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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