Neuberger Berman
Advisor Consultant, Cross-Channel, Pac NW
Neuberger Berman, Washington, District of Columbia, us, 20022
Overview
Employer Industry: Investment Management
Compensation & Benefits
Salary up to $100,000
Eligible for discretionary bonuses and production compensation as part of a comprehensive compensation package
Comprehensive benefits package including paid time off, medical/dental/vision insurance, retirement plans, and life insurance
Hybrid work arrangement allowing for flexibility between remote and in-office work
Opportunity for growth and contribution in building a nascent business
Strong emphasis on collaborative work environment and client relationship management
Responsibilities
Develop a deep understanding of clients\' investment goals and objectives in the Pac NW region
Provide insightful commentary on market movements and economic trends, educating clients on complex financial concepts
Collaborate with internal teams to ensure client needs are met and issues are resolved promptly
Build and maintain strong relationships with senior clients to enhance advocacy with investment teams
Tackle client issues proactively by engaging appropriate internal stakeholders for timely solutions
Qualifications
Minimum of 5 years of client-facing experience in a structured intermediary distribution business
Strong relationship management and business development skills with existing cross-channel relationships being a plus
Solid background in fixed income/ETF and a fundamental understanding of alternatives
Ability to effectively communicate complex financial instruments and investment processes
Required licenses: Series 7, 63/65, and 31 or Series 7, 66, 31
Preferred Qualifications
CFP, CIMA, and/or CFA/CAIA designations
Experience in a fast-paced, dynamic work environment with the ability to manage multiple demands
Strategic thinking and strong verbal and written communication skills
Proven organizational skills with attention to detail and follow-up
Desire to contribute to business development in a growing firm
#InvestmentManagement #ClientRelations #CareerOpportunity #CompetitivePay #HybridWork #BusinessDevelopment
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
#J-18808-Ljbffr
Compensation & Benefits
Salary up to $100,000
Eligible for discretionary bonuses and production compensation as part of a comprehensive compensation package
Comprehensive benefits package including paid time off, medical/dental/vision insurance, retirement plans, and life insurance
Hybrid work arrangement allowing for flexibility between remote and in-office work
Opportunity for growth and contribution in building a nascent business
Strong emphasis on collaborative work environment and client relationship management
Responsibilities
Develop a deep understanding of clients\' investment goals and objectives in the Pac NW region
Provide insightful commentary on market movements and economic trends, educating clients on complex financial concepts
Collaborate with internal teams to ensure client needs are met and issues are resolved promptly
Build and maintain strong relationships with senior clients to enhance advocacy with investment teams
Tackle client issues proactively by engaging appropriate internal stakeholders for timely solutions
Qualifications
Minimum of 5 years of client-facing experience in a structured intermediary distribution business
Strong relationship management and business development skills with existing cross-channel relationships being a plus
Solid background in fixed income/ETF and a fundamental understanding of alternatives
Ability to effectively communicate complex financial instruments and investment processes
Required licenses: Series 7, 63/65, and 31 or Series 7, 66, 31
Preferred Qualifications
CFP, CIMA, and/or CFA/CAIA designations
Experience in a fast-paced, dynamic work environment with the ability to manage multiple demands
Strategic thinking and strong verbal and written communication skills
Proven organizational skills with attention to detail and follow-up
Desire to contribute to business development in a growing firm
#InvestmentManagement #ClientRelations #CareerOpportunity #CompetitivePay #HybridWork #BusinessDevelopment
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
#J-18808-Ljbffr