Role OverviewThe Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Indiana, Illinois (x-Chicago Metro), and Milwaukee.
What You Will Do
Lead and develop the Mid West territory, maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs, and coordinate prospect meetings and sales support activities.
Why It Might Be a Fit
The ideal candidate will have 5+ years of intermediary distribution experience, a strong executive presence, and excellent communication skills. They will be able to develop and implement a business plan, maintain a high level of expertise, and work with internal partners.
Requirements
- 5+ years of intermediary distribution experience
- Experience working with wirehouse, regional, and independent financial advisors
- Proven track record of consistently meeting or exceeding predetermined key objectives
- Strong executive presence, active listening, client preparedness, and presentation skills
- Ability to develop, prioritize, and implement best practices
- Ability to manage a territory
- Excellent verbal and written communication skills
- Undergraduate degree required, graduate degree a plus
- CIMA, CAIA, or CFA designations a plus
- SIE, Series 7, 66 or SIE, 7, 63, 65 licenses
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Discretionary bonus and production compensation
- Comprehensive package of benefits
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