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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

Health Insurance

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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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