Hiring: Advisor Consultant, Broker Dealer, Pac NW Company: Neuberger Location: Home, WA Job Posted Time: 2026-09-12 12:13:48 Target Skills & Keywords : CFA, CIMA, Capital Markets, Series 7 About the job Experience: •10 years’ experience within the investment management industry; 5+ years of intermediary distribution experience preferred. Required Skills: •Lead and develop the Pac NW 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 goal objectives to guide day-to-day priorities and track progress against goals; make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients. •Maintain a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments. •Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in concert with Client Advisory Specialists and Analysts. •Exhibit a strong business acumen and executive sales presence to influence decision-makers. •Maintain all activity information in Neuberger Berman CRM database. •Interface directly with internal partners, including Client Advisory Specialists/Analysts, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments. •Maintain knowledge of Neuberger Berman products offered through partner firms. Qualifications: •A minimum of 10 years’ experience within the investment management industry; 5+ years of intermediary distribution experience preferred. •Demonstrated success in consistently meeting or exceeding predetermined key objectives. •Strong executive presence, active listening, client preparedness, and presentation skills. •Professional characteristics reflecting curiosity, empathy, and enthusiasm, coupled with a solution-based drive to meet and achieve expectations. •Demonstrated capacity to develop, prioritize, and implement best practices; ability to manage a territory. •Excellent verbal and written communication skills. •Undergraduate degree required, graduate degree a plus. •CIMA, CAIA, or CFA designations a plus. •SIE, Series 7, 66 or SIE, 7, 63, 65 licenses •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: •$85,000 - $100,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!