Neuberger Berman Group LLC
Divisional Sales Manager
Neuberger Berman Group LLC, Chicago, Illinois, United States, 60290
Summary:
The West Divisional Sales Manager will oversee sales operations across 12 Advisor Consultant Territories. The role is responsible for driving sales strategies and leading a high-performing team to achieve fundraising goals across partner firms (ML, MS, UBS, WF, AMPF, LPL, RJ) and NB investment strategies (Equities, Fixed income, Alternatives, Private Markets). The ideal candidate will have a strong background in sales leadership and a track record of delivering results. This role requires developing relationships with Neuberger Berman colleagues across various departments including Leadership, Portfolio Managers/Specialists, National Accounts, Internal Sales Desk, Marketing, CRM & Reporting, and Operations. The candidate must work both autonomously and within a team, demonstrating flexibility and a team-oriented outlook. This position requires a strategic sales professional with experience in Intermediary Distribution, capable of navigating between big picture thinking and micro-level execution.
Responsibilities:
Recruit, develop, and manage Advisor Consultants in assigned sales territories.Coordinate and deliver agenda on national sales calls around sales strategy, meeting execution, and product initiatives.Travel with each Advisor Consultant within their territory to evaluate meeting execution, product/market knowledge, and client rapport.Assist in the development of product sales stories, presentations, and team training to help West Advisor Consultants position our products effectively.Oversee the firm performance review process; measure and monitor Advisor Consultant performance through quarterly and annual reviews.Develop and maintain relationships with key intermediary contacts at local, regional, and national levels.Partner with the National Account team to facilitate discussions on field impact related to new products, partner firm initiatives, and sales results.Analyze competitor products, markets, and distribution outlets.Visit partner firm home offices to review sales coverage strategy, activity, and results.Manage and monitor corporate travel and expense budgets, including rules, guidelines, and approvals.Create an Advisor Consultant training agenda to ensure new hires are knowledgeable and functional in their assigned territories.Utilize CRM (SalesForce) system for entering client engagement.Qualifications:
Bachelor's degree in business, Finance preferred.Extensive industry knowledge; broad understanding of capital markets.10 or more years of industry experience; 3 to 5 years of management experience.Series 7, 66 & 24 licenses.CFA, CAIA, CIMA designations preferred.Solid sales management skills: ability to manage, train, motivate Advisor Consultants.Prefer experience selling alternative investment vehicles (private markets & hedge funds).Highly motivated, team-player with a desire to work on a wide range of projects.Ability to work effectively within a broad firm. This role will require a great deal of interaction with the Firm's leadership, investment teams, operations, risk, reporting, and marketing.Excellent written and oral communication skills. Strong technical and analytical skills, problem solving and project management skills with an understanding of various functional roles within asset management. Detail-oriented with strong organizational and follow-up skills, ability to prioritize work within a dynamic, deadline-driven environment.Strong interpersonal skills, able to build deep, trusting internal and external relationships (significant client facing role).Highly collaborative and proactive, ability to juggle responsibilities and prioritize in an environment working with multiple teams and personalities.Strong public speaking and presentation skills.Recognize trends and design distribution strategies to booster sales.Proficient in Microsoft Word, Excel, PowerPoint & SalesForce.
Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, 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 onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
The West Divisional Sales Manager will oversee sales operations across 12 Advisor Consultant Territories. The role is responsible for driving sales strategies and leading a high-performing team to achieve fundraising goals across partner firms (ML, MS, UBS, WF, AMPF, LPL, RJ) and NB investment strategies (Equities, Fixed income, Alternatives, Private Markets). The ideal candidate will have a strong background in sales leadership and a track record of delivering results. This role requires developing relationships with Neuberger Berman colleagues across various departments including Leadership, Portfolio Managers/Specialists, National Accounts, Internal Sales Desk, Marketing, CRM & Reporting, and Operations. The candidate must work both autonomously and within a team, demonstrating flexibility and a team-oriented outlook. This position requires a strategic sales professional with experience in Intermediary Distribution, capable of navigating between big picture thinking and micro-level execution.
Responsibilities:
Recruit, develop, and manage Advisor Consultants in assigned sales territories.Coordinate and deliver agenda on national sales calls around sales strategy, meeting execution, and product initiatives.Travel with each Advisor Consultant within their territory to evaluate meeting execution, product/market knowledge, and client rapport.Assist in the development of product sales stories, presentations, and team training to help West Advisor Consultants position our products effectively.Oversee the firm performance review process; measure and monitor Advisor Consultant performance through quarterly and annual reviews.Develop and maintain relationships with key intermediary contacts at local, regional, and national levels.Partner with the National Account team to facilitate discussions on field impact related to new products, partner firm initiatives, and sales results.Analyze competitor products, markets, and distribution outlets.Visit partner firm home offices to review sales coverage strategy, activity, and results.Manage and monitor corporate travel and expense budgets, including rules, guidelines, and approvals.Create an Advisor Consultant training agenda to ensure new hires are knowledgeable and functional in their assigned territories.Utilize CRM (SalesForce) system for entering client engagement.Qualifications:
Bachelor's degree in business, Finance preferred.Extensive industry knowledge; broad understanding of capital markets.10 or more years of industry experience; 3 to 5 years of management experience.Series 7, 66 & 24 licenses.CFA, CAIA, CIMA designations preferred.Solid sales management skills: ability to manage, train, motivate Advisor Consultants.Prefer experience selling alternative investment vehicles (private markets & hedge funds).Highly motivated, team-player with a desire to work on a wide range of projects.Ability to work effectively within a broad firm. This role will require a great deal of interaction with the Firm's leadership, investment teams, operations, risk, reporting, and marketing.Excellent written and oral communication skills. Strong technical and analytical skills, problem solving and project management skills with an understanding of various functional roles within asset management. Detail-oriented with strong organizational and follow-up skills, ability to prioritize work within a dynamic, deadline-driven environment.Strong interpersonal skills, able to build deep, trusting internal and external relationships (significant client facing role).Highly collaborative and proactive, ability to juggle responsibilities and prioritize in an environment working with multiple teams and personalities.Strong public speaking and presentation skills.Recognize trends and design distribution strategies to booster sales.Proficient in Microsoft Word, Excel, PowerPoint & SalesForce.
Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, 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 onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.