Nb
Advisor Consultant, Broker Dealer, Michigan
Remote / Home Office - Michigan
Work authorization required$85k-$100kDetected 30 days ago
AccessibilityCRMCommunicationPublic SpeakingCFA
About the role
- Summary The 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 of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Michigan.
- This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
Responsibilities
- Lead and develop the Michigan territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services
- maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs
- Develop and implement a business plan for the territory using activity-oriented goal objectives to guide day-to-day priorities and track progress against goals
- make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients
- Maintain a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments
- Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in concert with Client Advisory Specialists and Analysts
- Maintain all activity information in Neuberger Berman CRM database
- Work with internal partners, including Client Advisory Specialists/Analysts, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments
- Maintain knowledge of Neuberger Berman products offered through partner firms
- Lead and develop the Michigan territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs
Requirements
- Experience working with wirehouse, regional, and independent financial advisors
- Proven track record of consistently meeting or exceeding predetermined key objectives
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Nice to have
- 5+ years of intermediary distribution experience preferred
- Undergraduate degree required, graduate degree a plus
- CIMA, CAIA, or CFA designations a plus
Compensation
- The salary range for this role is $85,000-$100,000.
- This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
- We may ultimately pay more or less than the posted range, and the range may be modified in the future.
- This job is also eligible for a discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of our total comprehensive package.
- Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.
- The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Benefits
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Equal opportunity
- Neuberger is an equal opportunity employer.
- equal opportunity employer.
Visa & Work Authorization
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
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