Advisor Consultant, Broker Dealer, Mid West
Neuberger BermanIndiana, United States • Illinois, United States • Wisconsin, United States
Posted January 20, 2026
85000 - 100000 USD
Full Time
About the Company
Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with over 2,800 employees in 26 countries. The firm manages $538 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm has been named by Pensions & Investments as the #1 or #2 Best Place to Work in Money Management for each of the last eleven years (firms with more than 1,000 employees). Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of June 30, 2025.
Job Description
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 to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Indiana, Illinois, and Milwaukee.
Requirements
- Lead and develop the Mid West territory targeting wirehouses and broker dealers
- Develop and implement a business plan for the territory
- Maintain a high level of expertise related to capital markets and the investment management industry
- Exhibit a strong business acumen and executive sales presence
- Maintain all activity information in Neuberger Berman CRM database
- Work with internal partners to maintain knowledge of Neuberger Berman products offered through partner firms
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Other benefits
