Client Advisor, Montreal

Neuberger Berman Group

Montreal, QC, CA
Base: $190,000-$210,000; bonus/equity: discretiona...
Hybrid
Deep established relationships with corner office advisors
Experience in asset management sales
Understanding of mutual funds etfs and alternatives
The Client Advisor will drive Neuberger Berman Canada's distribution strategy by building and maintaining relationships with financial advisors in Quebec

Job Summary

  • The Client Advisor will drive Neuberger Berman Canada's distribution strategy by building and maintaining relationships with financial advisors in Quebec.
  • This role requires a dynamic professional with deep networks and the ability to deliver impactful presentations on investment strategies.
  • The firm offers a comprehensive benefits package including medical/dental/vision insurance, retirement contributions, and a discretionary bonus.

Matching Summary

The Client Advisor will drive Neuberger Berman Canada's distribution strategy by building and maintaining relationships with financial advisors in Quebec.

Salary

Base: $190,000-$210,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Medical/dental/vision, retirement, life insurance

Skills & Requirements

Must-have

  • Deep established relationships with corner office advisors
  • Experience in asset management sales
  • Understanding of mutual funds ETFs and alternatives

Nice-to-have

  • Exceptional communication and presentation skills
  • Self-motivated and goal-oriented mindset
  • Ability to convey complex concepts effectively

Key Requirements

  • Bachelor's degree in finance or business
  • 5-10 years of asset management sales experience
  • Senior external wholesaler or sales leadership background

Work Rights

Not specified

Tailored Resume

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