Hybrid OCIO Relationship Manager, Wealth Solutions Leader

nb; City of Rochester (NY); Hybrid; USD 240,000 - 280,000; Full time

Job summary

Neuberger is seeking a Relationship Manager - OCIO to manage OCIO client relationships and ensure alignment with client portfolio guidelines. The role requires coordinating with multiple teams to deliver portfolio solutions, reporting, and day-to-day requests.

Ideal candidates have 10-12+ years in financial markets, strong communication skills, and a track record in business development. This NY-based, hybrid position offers a competitive salary and discretionary bonus potential.

Qualifications

• Bachelor's degree required; MBA, CFA and/or other designations preferred.
• 10-12+ years industry experience in financial markets, with emphasis on portfolio construction and relationship management.
• Proven capacity in business development activities.
• Strong problem-solving skills and attention to detail.
• Excellent written and oral communication skills.
• Proficient in Microsoft PowerPoint, Excel.
• Series 7 and 66 exams preferred.
• Up to 25% travel required.

Responsibilities

• Oversee all relationship management functions for OCIO relationships, including meetings, reports, and inquiries.
• Coordinate with Investment Strategy Team, Investment Platform Team, and Operations for portfolio management recommendations.
• Identify opportunities and manage RFPs with Wealth Advisors, PAM teams, and Institutional client coverage teams.
• Target additional engagement with OCIO clients and align go-to-market strategies with marketing materials.

Skills

Problem-solving

Communication

PowerPoint

Excel

Education

Bachelor's degree

MBA or CFA preferred

Tools

PowerPoint

Excel

Job description

Neuberger is seeking a Relationship Manager - OCIO to manage OCIO client relationships and ensure alignment with client portfolio guidelines. The role requires coordinating with multiple teams to deliver portfolio solutions, reporting, and day-to-day requests.

Ideal candidates have 10-12+ years in financial markets, strong communication skills, and a track record in business development. This NY-based, hybrid position offers a competitive salary and discretionary bonus potential.