07 Feb
B. Riley Farber Executive Search
Old Toronto
Company Overview:
Our client, Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $500 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 SVP, Sales will be responsible for driving Neuberger Berman Canada's distribution strategy by building and maintaining relationships with high-performing corner office financial advisors in Toronto and beyond. 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 in Toronto and other key regions across Canada.
- 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.
- 10-15 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 mutual funds, alternatives, 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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