Advisor Consultant Associate
New York, NY · Hybrid
$75K/yr
Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income ... campaigns * Assist in analyzing territory sales, marketing, and product data to determine ...

New York, NY · Hybrid
$75K/yr
Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income ... campaigns * Assist in analyzing territory sales, marketing, and product data to determine ...
New York, NY · Hybrid
$75K/yr
Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income ... campaigns * Assist in analyzing territory sales, marketing, and product data to determine ...
New York, NY · On-site
$75K/yr
Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income ... campaigns * Assist in analyzing territory sales, marketing, and product data to determine ...
New York, NY · On-site
$75K/yr
Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income ... campaigns * Assist in analyzing territory sales, marketing, and product data to determine ...
Toronto, ON · Hybrid
CA$65K - CA$85K/yr
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager ... Support the team with client and prospect contact management, including CRM maintenance. * Assist ...
Toronto, ON · Hybrid
CA$65K - CA$85K/yr
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager ... Support the team with client and prospect contact management, including CRM maintenance. * Assist ...
New York, NY · Hybrid
$80K - $100K/yr
This position will provide the individual with valuable insights into the Neuberger Berman ... Support the team with consultant contact management, including CRM maintenance. * Assist with new ...
New York, NY · Hybrid
$80K - $100K/yr
This position will provide the individual with valuable insights into the Neuberger Berman ... Support the team with consultant contact management, including CRM maintenance. * Assist with new ...
New York, NY · On-site
$80K - $100K/yr
This position will provide the individual with valuable insights into the Neuberger Berman ... Support the team with consultant contact management, including CRM maintenance. * Assist with new ...
New York, NY · On-site
$80K - $100K/yr
This position will provide the individual with valuable insights into the Neuberger Berman ... Support the team with consultant contact management, including CRM maintenance. * Assist with new ...
... * Assist in the design and deployment of change management frameworks that accelerate adoption ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
... * Assist in the design and deployment of change management frameworks that accelerate adoption ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
Outstanding executive communication skills (both written and verbal) - with the ability to distill ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
Outstanding executive communication skills (both written and verbal) - with the ability to distill ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
$150K - $185K/yr
Neuberger manages over $2.4 billion in high quality-focused, taxable investment grade separately ... Maintain strong counterparty relationships with daily interaction across sales and trading * Assist ...
$150K - $185K/yr
Neuberger manages over $2.4 billion in high quality-focused, taxable investment grade separately ... Maintain strong counterparty relationships with daily interaction across sales and trading * Assist ...
$100K - $120K/yr
Neuberger is an employee-owned global investment management firm with $509 billion in assets under ... Primary Responsibilities: * Assist in managing fundraising processes * Work as a generalist ...
$100K - $120K/yr
Neuberger is an employee-owned global investment management firm with $509 billion in assets under ... Primary Responsibilities: * Assist in managing fundraising processes * Work as a generalist ...
New York, NY · Hybrid
$105K - $130K/yr
The Neuberger Alternative business encompasses a range of strategies, including Private Equity ... * Assist in analyzing, developing, and implementing policies and procedures to ensure compliance ...
New York, NY · Hybrid
$105K - $130K/yr
The Neuberger Alternative business encompasses a range of strategies, including Private Equity ... * Assist in analyzing, developing, and implementing policies and procedures to ensure compliance ...
$94K - $118K/yr
The Data Strategy team within Neuberger Private Markets provides centralized oversight of end-to ... Data Governance & Quality : Assist in maintaining data governance standards, including data ...
$94K - $118K/yr
The Data Strategy team within Neuberger Private Markets provides centralized oversight of end-to ... Data Governance & Quality : Assist in maintaining data governance standards, including data ...
Outstanding executive communication skills (both written and verbal) - with the ability to distill ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
Outstanding executive communication skills (both written and verbal) - with the ability to distill ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
$150K - $225K/yr
As a member of a Private Asset Management (PAM) team within Neuberger Wealth, the Senior ... Strong executive presence, active listening, client preparedness, and presentation skills * Proven ...
$150K - $225K/yr
As a member of a Private Asset Management (PAM) team within Neuberger Wealth, the Senior ... Strong executive presence, active listening, client preparedness, and presentation skills * Proven ...
... * Assist in the design and deployment of change management frameworks that accelerate adoption ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
... * Assist in the design and deployment of change management frameworks that accelerate adoption ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
New York, NY · Hybrid
$90K - $105K/yr
Prepare executive-ready materials (process maps, business cases, status updates, demos) to ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
New York, NY · Hybrid
$90K - $105K/yr
Prepare executive-ready materials (process maps, business cases, status updates, demos) to ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
New York, NY · Hybrid
$115K - $140K/yr
Translate complex data findings and recommendations into structured analyses and executive-ready ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
New York, NY · Hybrid
$115K - $140K/yr
Translate complex data findings and recommendations into structured analyses and executive-ready ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
$62.25 - $82.75/hr
Neuberger's Technology team is seeking an Observability Engineer to lead and evolve our ... reviews, and executive/operational dashboards to support reliability reporting. * Champion ...
$62.25 - $82.75/hr
Neuberger's Technology team is seeking an Observability Engineer to lead and evolve our ... reviews, and executive/operational dashboards to support reliability reporting. * Champion ...
New York, NY · On-site
$100K - $120K/yr
Neuberger is an employee-owned global investment management firm with $509 billion in assets under ... Primary Responsibilities: * Assist in managing fundraising processes * Work as a generalist ...
New York, NY · On-site
$100K - $120K/yr
Neuberger is an employee-owned global investment management firm with $509 billion in assets under ... Primary Responsibilities: * Assist in managing fundraising processes * Work as a generalist ...
New York, NY · On-site +1
$80K - $100K/yr
Work closely with Neuberger Wealth's organization to service end client requests * Prepare and ... Maintain accurate client records and activity logs across internal systems * Assist with ad hoc ...
New York, NY · On-site +1
$80K - $100K/yr
Work closely with Neuberger Wealth's organization to service end client requests * Prepare and ... Maintain accurate client records and activity logs across internal systems * Assist with ad hoc ...
New York, NY · Hybrid
$185K - $225K/yr
Strong stakeholder management and executive-level communication skills; ability to influence ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
New York, NY · Hybrid
$185K - $225K/yr
Strong stakeholder management and executive-level communication skills; ability to influence ... Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in ...
What is it like to work at Neuberger Berman?
What makes Neuberger Berman an attractive place to work?
$75K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
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 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
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 Details
The salary range for this role is $75,000-$75,000. 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, 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 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 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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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Finance and insurance
1,001 - 5,000 Employees
New York, NY, US
1939