Advisor Consultant, Broker Dealer, Northeast
Neuberger Berman(1 month ago)
About this role
An Advisor Consultant at Neuberger Berman focuses on managing and expanding relationships with financial advisors at wirehouses and broker-dealers to increase distribution of the firm’s mutual funds, SMAs, ETFs, and alternative strategies. The role covers a Northeast territory (Eastern New York, Connecticut, Rhode Island, Vermont, and Western Massachusetts) and interfaces with internal partners across distribution, legal/compliance, and investment teams. The position supports business growth and client engagement within the asset management business.
Required Skills
- Relationship Building
- Territory Management
- Prospecting
- Presentation Skills
- Client Service
- CRM
- Business Planning
- Investment Knowledge
- Sales
- Communication
Qualifications
- Undergraduate Degree
- Graduate Degree
- 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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