Neuberger Berman

Drive the distribution strategy by building and maintaining relationships with financial advisors in Quebec. Promote investment solutions through impactful presentations and the execution of a comprehensive territory business plan.

The Advisor Consultant is responsible for growing assets and managing relationships with financial advisors at major wirehouses and broker-dealers in the Pac NW territory. This involves promoting mutual funds, SMAs, ETFs, and alternative investment strategies through meetings, events, and strategic business planning.