Advisor Consultant, Broker Dealer, Mid West
Neuberger Berman(1 month ago)
About this role
The Advisor Consultant will develop and manage relationships with financial advisors at major wirehouses and broker-dealers to grow sales of Neuberger Berman mutual funds, SMAs, ETFs, and alternative strategies. The role covers a prescribed territory in Indiana, Illinois (excluding Chicago Metro), and Milwaukee and focuses on expanding assets under management through advisor engagement and relationship development. This position represents Neuberger Berman to intermediary clients and partners across the Midwest.
Required Skills
- Relationship Building
- Sales
- Territory Management
- Business Planning
- Prospecting
- CRM
- Presentations
- Client Service
- Capital Markets
- RFP Management
+2 more
Qualifications
- Undergraduate Degree
- Graduate Degree (Preferred)
- CIMA
- CAIA
- CFA
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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