Job Description
Summary
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Indiana, Illinois (x-Chicago Metro), and Milwaukee. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.
Responsibilities
Lead and develop the Mid West territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs
Develop and implement a business plan for the territory using activity-oriented g...
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