Advisor Consultant

Job not on LinkedIn

3 days ago

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

💵 $85k - $100k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

🦅 H1B Visa Sponsor

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Neuberger Berman

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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.

1001 - 5000 employees

💰 Post-IPO Equity on 2017-01

📋 Description

• Responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James • Increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Philadelphia • Lead and develop the Philadelphia territory targeting wirehouses and broker dealers • Actively develop 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 • Maintain a high level of expertise related to capital markets • Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities • 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, graduate degree a plus • CIMA, CAIA, or CFA designations a plus • SIE, Series 7, 66 or SIE, 7, 63, 65 licenses

🏖️ Benefits

• Comprehensive package of benefits including paid time off • Medical/dental/vision insurance • Retirement • Life insurance • Other benefits to eligible employees