Advisor Consultant, Broker Dealer, Long Island & CT

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Overview

The position of Advisor Consultant at Neuberger Berman is primarily focused on establishing and maintaining strong relationships with financial advisors at various prominent financial institutions, including Merrill Lynch, Morgan Stanley, UBS, and Raymond James. This role is vital for increasing sales and revenue for the firm’s mutual funds, SMAs, ETFs, and alternative investment strategies across the designated territories of Long Island, Fairfield County (CT), and Westchester County (NY). It is a dynamic role that combines relationship-building with strategic sales initiatives.

Responsibilities

The successful candidate will carry out a variety of responsibilities essential to the growth and sustainability of the Advisor Consultant role. These include:

• Leading and developing the Long Island & CT territory by building connections with advisors from wirehouses and broker-dealers.
• Creating and executing a business plan tailored to the territory that uses activity-oriented objectives to guide daily tasks and track progress.
• Maintaining a high level of expertise in capital markets and the broader investment management industry, ensuring that the consultant remains a valuable resource for financial advisors.
• Coordinating all prospect meetings, final presentations, RFP activities, and any sales support functions related to the sales pipeline.
• Using the firm's CRM database to document activities and interactions with clients and advisors, ensuring effective tracking of engagements and maintaining client relationships.
• Collaborating with internal teams—such as Client Advisory Specialists, Alternative Specialists, and ETF Strategists—to enhance the client engagement experience and ensure that the firm's offerings align with client needs.

Qualifications

To be considered for this position, applicants should meet certain qualifications that demonstrate their readiness for this significant role:

• A minimum of 10 years of experience within the investment management sector, with at least 5 years of experience in intermediary distribution being preferable.
• Proven experience working effectively with wirehouse, regional, and independent financial advisors.
• A demonstrated track record of meeting or exceeding predetermined sales objectives consistently.
• Strong executive presence complemented by exceptional listening, preparation, and presentation skills that enable the candidate to effectively engage decision-makers.
• Professional characteristics such as curiosity, empathy, and enthusiasm, along with a solution-driven mindset aimed at exceeding client expectations.
• An ability to prioritize and implement best practices for territory management effectively.
• Excellent communication skills, both written and verbal.
• An undergraduate degree is required; a graduate degree is a plus.
• Certification such as CIMA, CAIA, or CFA and licenses like SIE, Series 7, or 66 add value.

Please note: Neuberger Berman does not provide visa sponsorship for this role. Applicants must be authorized to work in the United States without needing current or future sponsorship.

Compensation and Benefits

The salary range for this full-time role is between $85,000 and $100,000, aligning with the firm’s prevailing standards for the position at the time of posting. It is important to recognize that the actual compensation may vary based on considerations such as education, experience, qualifications, and performance. Additionally, this position is eligible for a discretionary bonus and production compensation, which, along with the base salary and retirement contributions, comprises the total compensation package. The company also provides a comprehensive benefits package that includes paid time off, medical, dental, and vision insurance, retirement plans, life insurance, and more for eligible employees.

Company Culture

Neuberger Berman is committed to fostering diversity and equality in the workplace. The firm is an equal opportunity employer and follows a strict non-discrimination policy that encompasses various aspects, including race, national origin, sex, sexual orientation, and disability, among others.

Conclusion

For job seekers with the required expertise and ambition, the Advisor Consultant position at Neuberger Berman offers an exciting opportunity to contribute meaningfully to client relationships and business growth while benefiting from a robust compensation structure and an inclusive company culture.

This job offer was originally published on himalayas.app