Advisor Consultant

About the Role

Key Responsibilities

• Lead and develop the North Carolina and Southern Virginia 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 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
• Exhibit a strong business acumen and executive sales presence to influence decision-makers
• Maintain all activity information in Neuberger Berman CRM database
• Work with internal partners, including Client Advisory Specialists, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments

Requirements

• A minimum of 7 years' experience within the investment management industry; 5+ years of intermediary distribution experience preferred
• 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
• Professional characteristics reflecting curiosity, empathy, and enthusiasm, coupled with a solution-based drive to meet and achieve expectations
• 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, 31 or SIE, 7, 63, 65, 31 licenses

Nice to Have

• Graduate degree
• CIMA, CAIA, or CFA designations
• Additional licenses such as Series 7, 66, 31, 63, 65

Qualifications

• Undergraduate degree required
• Professional certifications such as CIMA, CAIA, or CFA are a plus
• Licenses including SIE, Series 7, 66, 31, 63, 65 are preferred

Benefits & Perks

• Salary range of $85,000-$100,000, with potential for more or less based on various factors
• Discretionary bonus and production compensation
• Comprehensive benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance
• Hybrid work environment