Advisor Consultant, Broker Dealer

🕒 October 14

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $85k - $100k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Neuberger Berman

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

💸 Finance

💰 Post-IPO Equity on 2017-01

Consulting • Finance

Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with over 2,800 employees in 26 countries. The firm manages $481 billion in various portfolios, including equities, fixed income, private equity, real estate, and hedge funds, catering to global institutions, advisors, and individuals. Their investment philosophy emphasizes active management, fundamental research, and engaged ownership, and they are recognized for excellence in environmental, social, and governance practices.

📋 Description

• Lead and develop the Southwest territory targeting wirehouses and broker dealers • Develop relationships with financial advisors to promote business-building ideas and services • Maintain and grow assets across mutual funds, SMAs, alternative investment products, and ETFs • Develop and implement a territory business plan with activity-oriented goals • Make prospecting calls, create qualifying lists, and provide ongoing service to existing and new clients • Maintain expertise in capital markets, the investment management industry, and marketplace developments • Coordinate prospect meetings, final presentations, RFP activities, and sales support activities with Client Advisory Specialists and Analysts • Influence decision-makers through strong business acumen and executive sales presence • Maintain activity information in the Neuberger Berman CRM database • Work with internal partners across 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 • CIMA, CAIA, or CFA designations a plus • SIE, Series 7, 66 or SIE, 7, 63, 65 licenses • 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

🏖️ Benefits

• Discretionary bonus • Production compensation • Paid time off • Medical insurance • Dental insurance • Vision insurance • Retirement • Life insurance • Other benefits to eligible employees