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 achieve long-term financial goals. As part of a growing Canadian business, this role offers the opportunity to make a significant impact on the firm's future success.
Why Join Neuberger Berman Canada?
Be part of a globally recognized, employee-owned investment firm with a strong reputation for excellence
Access 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 experienced sales professional with a deep network, exceptional relationship-building skills, and the ability to communicate complex investment solutions effectively.
Key Responsibilities:
Proactively engage with financial advisors to promote Neuberger Berman’s investment solutions
Develop and execute a comprehensive territory business plan to achieve and exceed sales targets
Cultivate relationships with high performing "corner office" advisors across Quebec
Deliver impactful presentations to financial advisors, branch offices, and at client events, showcasing the firm’s investment strategies and market insights
Conduct one-on-one and group meetings, both virtually and in person, to share product updates and sales ideas
Stay current on market trends and competitor offerings to provide 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
Provide ongoing advisor support and handle complex client inquiries
Qualifications:
Bachelor’s degree in finance, business, or a related 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 corner office advisors in Toronto and beyond
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 complex 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 range for this role is $190,000-$210,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range 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 revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form 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 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 [email protected].
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