Advisor Consultant, Broker Dealer (Pacific Northwest)

About the role

The Advisor Consultant creates and manages relationships with Financial Advisors at wirehouses and broker dealers in the Pacific Northwest (Washington, Oregon and Alaska). The goal is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs and alternative investment strategies through individual and group advisor meetings, client events and conferences.

Key responsibilities

• Lead and develop the territory by building relationships with advisors to promote business-building ideas and services, and grow assets across mutual funds, SMAs, alternative products and ETFs.
• Develop and run a territory business plan with activity-based goals, make prospecting calls, build qualifying lists and serve existing and new clients.
• Maintain expertise in capital markets, the investment management industry and marketplace developments.
• Coordinate prospect meetings, final presentations, RFP activities and other sales support with Client Advisory Specialists and Analysts.
• Influence decision-makers with strong business acumen and executive presence.
• Keep activity records in the Neuberger Berman CRM and work with distribution, legal, compliance and investment partners.
• Stay up to date on Neuberger Berman products offered through partner firms.

Required profile

• A minimum of 10 years' experience in the investment management industry; 5+ years of intermediary distribution experience preferred.
• Experience with wirehouse, regional and independent financial advisors.
• Proven track record of meeting or exceeding key objectives.
• Undergraduate degree required; graduate degree a plus.
• SIE, Series 7, 66 or SIE, 7, 63, 65 licenses; CIMA, CAIA or CFA designations a plus.
• Right to work in the country of the role without sponsorship.

Required skills

• Excellent verbal and written communication skills.
• Executive presence, active listening, client preparedness and presentation skills.
• Ability to develop, prioritize and implement best practices and to manage a territory.

What we offer

• Salary range of $85,000-$100,000, with possible discretionary bonus and production compensation.
• Paid time off, medical, dental and vision insurance, retirement, life insurance and other benefits.