Client Advisor

Neuberger Berman established in 1939 is a global employee-owned investment management firm with over $540 billion (USD) in assets under management globally. Renowned for its active research-driven approach the firm delivers investment solutions across asset classes including equities fixed income alternatives and multi-asset strategies. With a strong commitment to innovation and ESG leadership Neuberger Berman Canada provides tailored solutions for Canadian financial advisors institutions and high-net-worth investors.

The firm is dedicated to empowering advisors with insights and products to help their clients achieve long-term financial goals. As part of a growing Canadian business this role offers the opportunity to make a significant impact on the firms future success.

Why Join Neuberger Berman Canada

• Be part of a globally recognized employee-owned investment firm with a strong reputation for excellence

• Access innovative investment solutions and market-leading insights

• Join a collaborative and entrepreneurial team environment

Position Overview:
The Client Advisor will be responsible for driving Neuberger Berman Canadas distribution strategy by building and maintaining relationships with financial advisors in Canada. This role requires a dynamic and experienced sales professional with a deep network exceptional relationship-building skills and the ability to communicate complex investment solutions effectively.

Key Responsibilities:

• Proactively engage with financial advisors to promote Neuberger Bermans investment solutions

• Develop and execute a comprehensive territory business plan to achieve and exceed sales targets

• Cultivate relationships with high performing corner office advisors across Canada

• Deliver impactful presentations to financial advisors branch offices and at client events showcasing the firms investment strategies and market insights

• Conduct one-on-one and group meetings both virtually and in person to share product updates and sales ideas

• Stay current on market trends and competitor offerings to provide timely insights to advisors

• Collaborate closely with the Head of Intermediary Distribution and internal stakeholders to execute strategic sales initiatives.

• Maintain accurate client records and sales activity tracking in CRM systems

• Provide ongoing advisor support and handle complex client inquiries

Qualifications:

• Bachelors degree in finance business or a related field

• 5-10 years of successful experience in asset management sales ideally in a senior external wholesaler or sales leadership role

• Deep established relationships with high-performing corner office advisors in Toronto and beyond

• Strong understanding of investment vehicles (mutual funds ETFs Closed End Funds) investment strategies (fixed income equities alternatives - liquid alts and private market strategies) and portfolio construction strategies

• Exceptional communication and presentation skills with the ability to convey complex concepts to sophisticated investors

• Self-motivated and goal-oriented with a track record of exceeding sales targets

• Effective organizational skills capable of managing multiple priorities in a fast-paced environment

• Proficient in CRM systems and sales tracking tools

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Compensation Details

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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