Advisor Consultant Associate

Responsibilities

• Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income, alternative, and private equity products to advisors across regional and independent advisor firms
• Make outbound calls focusing on prospecting, uncovering, and closing sales opportunities, providing product updates, setting up sales appointments, and following up on 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
• Aid in territory and firm-wide marketing and sales campaigns
• Analyze 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 and problems
• Maintain the contact relationship management database (Salesforce) to effectively manage the territory

Qualifications

• Prior experience in sales within financial services industry is preferred
• Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment
• Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process
• Must be a "self-starter" that can meet activity/production quotas
• Bachelor’s Degree required, ideally in business administration, marketing, or finance
• Series 7 & 63/65 or 66 licenses required (or obtained within 6 months of hire)

Compensation

The salary range for this role is $75,000-$75,000. 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. This range is only applicable for jobs to be performed in the job posting location. An employee’s 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.