OCIO Relationship Leader, Wealth Investment Group

Neuberger Berman Services

New York (NY)

Hybrid

USD 240,000 - 280,000

Full time

4 days ago

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Job summary

Neuberger Berman Services in New York City is seeking a Relationship Manager - OCIO to manage outsourced CIO client relationships. You will coordinate meetings, reporting, and ad-hoc requests while translating market insights into actionable portfolio guidance.

Applicants should have 10+ years in financial markets with portfolio construction and relationship management; MBA/CFA are preferred. This hybrid NYC role requires up to 25% travel and offers a competitive base salary with discretionary

Qualifications

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

Responsibilities

Oversee relationship management for OCIO clients, including meetings, reports, and inquiries.
Coordinate with Investment Strategy Team and Operating Platform for portfolio recommendations.
Lead go-to-market efforts; collaborate with Wealth Advisors and Institutional teams on RFPs.
Identify opportunities to deepen OCIO client relationships and pursue cross-sell opportunities.
Support marketing and RFP language development to amplify presence in this vertical.