OCIO Relationship Manager

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 an independent, employee-owned, global asset management firm, serving the financial needs of intermediary, institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.

Job Description

Neuberger Wealth oversees approximately $84 billion in assets for individuals, families, and charitable institutions. The Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation (TAA) recommendations, portfolio construction, manager due diligence, and risk management. The team also produces macro/market research and thought leadership and acts in an Outsourced CIO (OCIO) capacity for families and institutions.

The Relationship Manager - OCIO acts in partnership with the other members of the Wealth Investment Group to deliver Neuberger's Outsourced CIO platform. As a trusted partner for families, non-for-profits, and other organizations, we design and manage solutions to support financial sustainability, operational agility, and long-term success. We create tailored portfolios built around the underlying client risk profile, and liquidity needs, powered by institutional expertise and a flexible toolkit. The team oversees each step of the client journey, from strategy and policy to implementation, reporting, and ongoing monitoring.

The Relationship Manager - OCIO is responsible for all aspects of managing the relationship with the OCIO clients, including facilitating scheduled and ad-hoc meetings, ensuring adherence to the client's portfolio guidelines, producing ongoing client reporting, and executing on all day-to-day requests as required for each relationship. The individual would also be responsible for translating Neuberger's market and portfolio views, as well as deepening existing relationships and developing new opportunities.

Responsibilities

• Oversee all relationship management functions as lead client facing individual for OCIO relationships managed by the Neuberger Wealth Investment Group including scheduling of meetings, creation of reports and collateral, and responding to ongoing inquiries from the Investment Committee/Board
• Act as primary liaison with partners on the Investment Strategy Team, Investment Platform Team, Operating Platform and Operations for execution of portfolio management recommendations made by the Investment Strategy Team
• Act as point person for opportunities sourced through both Neuberger Wealth and Institutional channels; determine fit and oversee RFP production and dissemination in partnership with Wealth Advisors, PAM teams, and Institutional client coverage teams as appropriate
• Identify opportunities for further engagement with existing OCIO clients, including cross-referencing board participation; selectively target RFP opportunities which align with Neuberger's value proposition
• Engage on go-to-market strategy including but not limited to partnering with Marketing on materials, refining RFP response language, and amplifying our presence in this commercial vertical both internally and externally

Qualifications

• Bachelor's degree required; MBA, CFA and/or other designations preferred
• 10-12+ years industry experience required in financial markets, with an emphasis on related experience in 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, Excel
• Series 7 and 66 exams preferred
• Up to 25% travel required

Location

New York City; hybrid with a minimum of three days per week in office.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $240,000-$280,000. 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 c