Advisor Consultant
Advisor Consultant
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$ 85000 - 100000
1 Vacancy
Job Description
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch Morgan Stanley UBS Wells Fargo Raymond James LPL and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds SMAs ETFs and alternative investment strategies within the prescribed territory of Los Angeles. This is accomplished through relationship building via individual and group financial advisor meetings client events and conferences.
Responsibilities
Lead and develop the Los Angeles 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 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.
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 Alternative Specialists ETF Strategists and other members of distribution legal compliance and investments.
Maintain knowledge of Neuberger Berman products offered through partner firms.
Qualifications
A minimum of 7 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 31 or SIElicenses.
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Compensation Details
The salary range for this role in California is $85000-$100000 and the salary range for the role in California is $85000-$100000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
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Required Experience:
Contract
Employment Type
Full-Time
