Neuberger Berman
1001 - 5000 employees
💰 Post-IPO Equity on 2017-01
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 of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger Berman’s investment philosophy is founded on active management, fundamental research and engaged ownership. The PRI identified the firm as part of the Leader’s Group, a designation awarded to fewer than 1% of investment firms for excellence in environmental, social and governance practices. Neuberger Berman has been named by Pensions & Investments as the #1 or #2 Best Place to Work in Money Management for each of the last ten years (firms with more than 1,000 employees). Visit www.nb.com for more information. Data as of June 30, 2024.
Advisor Consultant, Broker Dealer
🕒 January 21
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Neuberger Berman
1001 - 5000 employees
💰 Post-IPO Equity on 2017-01
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 of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger Berman’s investment philosophy is founded on active management, fundamental research and engaged ownership. The PRI identified the firm as part of the Leader’s Group, a designation awarded to fewer than 1% of investment firms for excellence in environmental, social and governance practices. Neuberger Berman has been named by Pensions & Investments as the #1 or #2 Best Place to Work in Money Management for each of the last ten years (firms with more than 1,000 employees). Visit www.nb.com for more information. Data as of June 30, 2024.
📋 Description
• Create new relationships and manage existing ones with Financial Advisors • Increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies • Lead and develop the Mid West territory targeting wirehouses and broker dealers • Develop and implement a business plan for the territory • Maintain a high level of expertise related to capital markets • Coordinate all prospect meetings and sales support activities • Maintain all activity information in Neuberger Berman CRM database
🎯 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 • Undergraduate degree required, graduate degree a plus • CIMA, CAIA, or CFA designations a plus
🏖️ Benefits
• Comprehensive package of benefits including paid time off • Medical/dental/vision insurance • Retirement plans • Life insurance
Apply NowSimilar Jobs
🕒 January 21
Remote Travel Counselor providing travel solutions for corporate clients at Amex GBT. Focused on excellence in client service with a strong background in entertainment travel.
🇺🇸 United States – Remote
💵 $39.2k - $72.8k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💼 Consultant
🦅 H1B Visa Sponsor
🕒 January 20
Colleague ERP Technical Consultant enhancing and integrating Ellucian systems for clients. Seeking versatile professionals in programming or system administration to support client needs.
🕒 January 20
Senior Consultant in Wavestone's Business Consulting practice guiding clients on change management strategies. Leading projects for organizational transformation, operational improvements, and more.
🕒 January 19
Oracle HCM Functional Consultant with hands-on experience in HCM Cloud delivery. Leading functional delivery for Oracle Fusion HCM modules like Payroll and OTL.
🕒 January 17
TK Travel and Events
1 - 10
Remote Travel Consultant assisting clients with planning and booking travel experiences from anywhere. No prior travel industry experience required, comprehensive training is provided.
