Advisor Consultant Associate

Neuberger Berman; New York (NY); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Discretionary bonus

Production compensation

Medical/dental/vision insurance

Retirement plan

Paid time off

Job summary

Neuberger Berman Advisor Consultant Associate (ACA) helps promote and sell NB investment products through financial advisors in the Midwest and West, partnering with Advisor Consultants to expand territory coverage. The role requires outbound prospecting, setting appointments, responding to inquiries, and maintaining Salesforce to manage relationships and territory activity, with some travel.

Strong communication, teamwork, and a self-motivated approach are essential, along with Series

Qualifications

• Bachelor’s degree in business, marketing, or finance.
• Series 7 and 63/65 or 66 licenses required (or obtained within 6 months of hire).
• Prior experience in sales within the financial services industry is preferred.
• Excellent interpersonal and communication skills.
• Strong analytical and organizational skills with attention to detail.
• Self-starter who can meet activity/production quotas.
• Applicants must be authorized to work in the U.S. without sponsorship.

Responsibilities

• Partner with Advisor Consultants to promote and sell NB products to advisors.
• Make outbound calls focusing on prospecting, setting up sales appointments, and following up on service.
• Develop product knowledge and stay informed about the industry and competition.
• Develop territory coverage strategies and maintain advisor relationships.
• Assist with marketing and sales campaigns and analyze territory data.
• Respond to inbound inquiries and service issues; liaise with operations to resolve problems.
• Maintain Salesforce for territory management; travel may be required.

Skills

Sales experience

Interpersonal skills

Analytical skills

Organizational skills

Self-motivation

Education

Bachelor's degree in business/marketing/finance

Tools

Salesforce

Job description

Summary: Reporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultants (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within the Midwest and West regions.

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 the 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.
• Series7 and 63/65 or 66 licenses required (or obtained within 6 months of hire).
• 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.

Compensation and Benefits

The salary range for this role is $75,000 – $75,000. This range may be modified in the future and may be less or more than the posted range. This job is also eligible for a discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of the total comprehensive package. We offer a comprehensive package of benefits, including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The availability of any bonus, commission, production, or other form of compensation that is allocable to a particular employee remains at the Company’s sole discretion until paid and may be modified at the Company’s sole discretion, consistent with the law.

Equal Opportunity Employer

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.