What are the responsibilities and job description for the Client Associate/Advisor Consultant Associate position at Neuberger Berman?
Reporting to the Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) or Client Associate (CA) is to partner with the Advisor Consultant or Client Advisor (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within a specific geographic region.
Responsibilities :
Partner with Advisor Consultant or Client Advisor to promote and sell Neuberger Berman equity, fixed-income, alternative, and private equity products to advisors across RIAs, regional, and independent advisors
Make heavy 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 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
Series 7 & 63 / 65 or 66 licenses required (or obtained within 6 months of hire)
LI-JG3
LI-Hybrid
Compensation Details
The salary range for this role is $70,000-$70,000. 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 . 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation. 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.
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.
Neuberger Berman is an equal opportunity / affirmative action 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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact .
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Salary : $70,000
