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Advisor Consultant Associate
At a Glance
- Location
- New York, United States
- Work Regime
- hybrid
- Employment
- Full time
- Posted
- 2026-08-04
Key Requirements
Domain Knowledge
- Education
- Finance
- Insurance
- Marketing
- Medical
Benefits & Perks
off, medical/dental/vision insurance, retirement, life insurance and other b
Requirements
Prior experience in sales within financial services industry is preferred
Compensation & Benefits
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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Applicant Privacy Notice
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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