Advisor Consultant, Broker Dealer, Western PA-NY
Neuberger Berman(1 month ago)
About this role
The Advisor Consultant manages relationships with financial advisors at major wirehouses and broker-dealers to drive distribution of Neuberger Berman investment products across Western Pennsylvania, Western New York, and West Virginia. The role focuses on growing assets and revenue for mutual funds, SMAs, ETFs, and alternative strategies within the assigned territory.
Required Skills
- Relationship Building
- Business Development
- Territory Management
- Prospecting
- Presentations
- CRM
- Capital Markets
- Sales Strategy
- Client Service
- Communication
Qualifications
- Undergraduate Degree
- Graduate Degree (Preferred)
- CIMA
- CAIA
- CFA
- SIE
- Series 7
- Series 66
- Series 63
- Series 65
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.
View more jobs at Neuberger Berman →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Neuberger Berman
Similar Jobs
Vice President, Market Leader West PA & West VA
BlackRock(27 days ago)
Advisor Consultant - Western Ohio (Columbus)
The Hartford(1 month ago)
Advisor Consultant - Southern CA / Hawaii
The Hartford(6 months ago)
Divisional Sales Manager, Western Region
PIMCO(1 month ago)
Advisor Consultant - San Jose (Cross-Channel)
The Hartford(2 months ago)
Business Development Associate - TD Asset Management
TD Bank Group(1 month ago)