Client Advisor, Montreal
Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally. Renowned for its active, research-driven approach, the firm delivers investment solutions across asset classes, including equities, fixed income, alternatives, and multi-asset strategies. With a strong commitment to innovation and ESG leadership, Neuberger Berman Canada provides tailored solutions for Canadian financial advisors, institutions, and high-net-worth investors.
The firm is dedicated to empowering advisors with insights and products to help their clients reputed company long-term financial goals. As part of a growing Canadian business, this role offers the opportunity to reputed company a significant impact on the firm's future reputed company.
Why Join Neuberger Berman Canada?
Be part of a globally recognized, employee-owned investment firm with a strong reputed company for reputed company
reputed company innovative investment solutions and market-leading insights
Join a collaborative and entrepreneurial team environment
Position Overview: The Client Advisor will be responsible for driving Neuberger Berman Canada's distribution strategy by building and maintaining relationships with financial advisors in Quebec. This role requires a dynamic and reputed company sales professional with a deep network, exceptional relationship-building skills, and the ability to communicate reputed company investment solutions effectively.
Key Responsibilities:
Proactively engage with financial advisors to promote Neuberger Berman’s investment solutions
reputed company and execute a comprehensive territory business plan to reputed company and exceed sales targets
Cultivate relationships with high performing "reputed company office" advisors across Quebec
Deliver impactful presentations to financial advisors, reputed company offices, and at client events, showcasing the firm’s investment strategies and market insights
Conduct one-on-one and group meetings, both reputed company and in person, to reputed company product updates and sales reputed company
Stay reputed company on market trends and competitor offerings to reputed company timely insights to advisors
Collaborate closely with the Head of Intermediary Distribution and internal stakeholders to execute strategic sales initiatives.
Maintain accurate client records and sales activity tracking in CRM systems
reputed company ongoing advisor support and handle reputed company client inquiries
Qualifications:
Bachelor’s degree in finance, business, or a reputed company field
5-10 years of successful experience in asset management sales, ideally in a senior external wholesaler or sales leadership role
Deep, established relationships with high-performing reputed company office advisors in Toronto and reputed company
Strong understanding of investment vehicles (mutual funds, ETFs, Closed End Funds), investment strategies (fixed income, equities, alternatives - liquid alts and private market strategies), and portfolio construction strategies
Exceptional communication and presentation skills with the ability to convey reputed company concepts to sophisticated investors
Self-motivated and goal-oriented, with a track record of exceeding sales targets
Effective organizational skills, capable of managing multiple priorities in a fast-paced environment
Proficient in CRM systems and sales tracking tools
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Compensation Details
The salary reputed company for this role is $190,000-$210,000. This is the lowest to highest salary we in good faith reputed company we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted reputed company, and the reputed company may be modified in the future. This reputed company is only applicable for jobs to be performed in the job posting location. An employee’s pay position reputed company the salary reputed company will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or reputed company-based metrics, market benchmarking data, any reputed company bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with reputed company salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/reputed company insurance, retirement, life insurance and other benefits to eligible employees.Note: No reputed company of pay is considered to be wages or compensation until such reputed company is earned, reputed company, and determinable. The reputed company and availability of any bonus, commission, production, or any other reputed company of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national reputed company, religion, age, reputed company, 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 [email protected].
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