Advisor Consultant, Broker Dealer

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Spearhead development in the Southwest territory focusing on wirehouses and broker dealers.

• Cultivate relationships with financial advisors to promote business-enhancing ideas and services.

• Sustain and expand assets across mutual funds, SMAs, alternative investment products, and ETFs.

• Create and execute a territory business plan with goals oriented towards activities.

• Conduct prospecting calls, generate qualifying lists, and offer continuous service to both existing and new clients.

• Maintain a strong knowledge base in capital markets, the investment management sector, and industry trends.

• Organize prospect meetings, final presentations, RFP activities, and sales support initiatives alongside Client Advisory Specialists and Analysts.

• Persuade decision-makers with robust business acumen and a commanding executive sales presence.

• Keep activity records updated in the Neuberger Berman CRM database.

• Collaborate with internal partners across distribution, legal, compliance, and investment sectors.

• Stay informed about Neuberger Berman's products offered through partner firms.

⛳️ Requirements

• At least 10 years of experience in the investment management industry.

• Preferred 5+ years of experience in intermediary distribution.

• Background in working with wirehouse, regional, and independent financial advisors.

• Demonstrated history of consistently achieving or surpassing set key objectives.

• Strong executive presence, effective listening skills, client readiness, and presentation abilities.

• Professional traits displaying curiosity, empathy, and enthusiasm, along with a solution-oriented mindset to meet and exceed expectations.

• Capable of developing, prioritizing, and implementing best practices.

• Proficient in managing a territory.

• Exceptional verbal and written communication skills.

• An undergraduate degree is required.

• CIMA, CAIA, or CFA designations are advantageous.

• SIE, Series 7, 66 or SIE, 7, 63, 65 licenses are required.

• Applicants must be authorized and possess the right to work in the country where the position 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 plans.

• Life insurance.

• Additional benefits for eligible employees.