Advisor Consultant Associate

Responsibilities

Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income, alternative, and private equity products to advisors across regional and independent advisor firms

Make outbound calls focusing on prospecting, uncovering, and closing sales opportunities, providing product updates, setting up sales appointments, and following up on client service

Act as a resource to advisors by developing and maintaining strong knowledge of Neuberger Berman products, the industry, the competition, our clients, and their firms

Develop a strategy with external wholesalers to maximize territory coverage; develop and maintain relationships with key advisors Assist with territory and firm-wide marketing and sales campaigns

Assist in analyzing territory sales, marketing, and product data to determine opportunities

Respond to inbound sales inquiries, literature requests, and service issues

Act as a liaison between the sales force and the operations department to resolve client issues and problems

Maintain the contact relationship management database (Salesforce) to effectively manage the territory

Some limited travel may be required

Qualifications

Prior experience in sales within financial services industry is preferred

Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment

Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process

Must be a “self-starter” that can meet activity/production quotas.

Bachelor’s Degree required, ideally in business administration, marketing, or finance

Series 7 & 63/65 or 66 licenses required (or obtained within 6 months of hire)