Advisor Consultant Associate

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.