Advisor Consultant Associate

As a member of the North American intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultant (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within a specific geographic region. Candidates must be highly motivated self-starters and possess excellent communication and interpersonal skills.

Responsibilities:

• Partner with Advisor Consultant to promote and sell Neuberger Berman equity, fixed-income, alternative and private equity products to advisors in the wire and independent broker dealer channels.
• Heavy outbound calls focused on prospecting, uncovering/closing sales opportunities, product updates, setting up sales appointments, follow-up and client service.
• Act as a resource to advisors by developing and maintaining strong knowledge of Neuberger Berman products, the industry, the competition, our clients and their firms.
• Develop a strategy with external wholesalers to maximize territory coverage; develop and maintain relationships with key advisors
• Assist with territory and firm-wide marketing/sales campaigns.
• Assist in analyzing territory sales, marketing and product data to determine opportunities.
• Respond to inbound sales inquiries, literature requests, and service issues
• Act as a liaison between the sales force and the operations department to resolve client issues/problems
• Maintain contact relationship management database (Salesforce) to effectively manage territory
• Some limited travel may be required

Qualifications:

• Prior experience in sales of products within financial services industry is preferred
• Excellent verbal and written communication skills.
• Strong organizational skills and the ability to prioritize to meet goals
• Must be a "self-starter" that can meet activity/production quotas.
• Bachelor’s Degree required
• Series 7 & 63/65 or 66 licenses required

Neuberger Berman is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, protected veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com .