Advisor Consultant, Northern Texas

Advisor Consultant

The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Raymond James, Ameriprise, and LPL. 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 Northern Texas (Dallas), Oklahoma, and Arkansas. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.

Responsibilities

• Lead and develop the Northern Texas (Dallas), Oklahoma, and Arkansas 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 Advisor Consultant Associates.
• 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 Advisor Consultant Associates, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments.
• Maintain knowledge of Neuberger Berman products offered through partner firms.

Qualifications

Compensation Details

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 range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. 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. We offer a comprehensive package of benefits including paid time off, medical / dental / vision insurance, 401(k), life insurance and other benefits to eligible employees.

Neuberger Berman 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.