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Territory Advisor Consultant - Funds & ETFs

CFA Institute

The CFA Institute is seeking an Advisor Consultant to create and manage relationships with financial advisors at firms like Merrill Lynch and UBS. The position requires strong sales acumen and a minimum of 10 years in the investment management sector, with a focus on meeting sales objectives. This role will involve developing business plans for the Pac NW region and coordinating various sales activities to maximize growth in Neuberger Berman products, including mutual funds and ETFs. #J-18808-Ljbffr CFA Institute

Vacancy posted 4 days ago
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