OCIO Relationship Manager - Wealth Solutions

Neuberger Berman; New York (NY); Hybrid; USD 240,000 - 280,000; Full time

Job summary

Neuberger Berman’s Wealth Investment Group seeks a Relationship Manager - OCIO in New York City to manage OCIO client relationships, schedule meetings, create reports, and translate market views into client-facing insights.

The role requires a Bachelor’s degree and 10–12+ years in financial markets, with travel up to 25%. The position offers a hybrid work model with three days in the office and a compensation range of $240,000–$280,000 plus discretionary bonus.

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.
• Up to 25% travel required.

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
• Act as point person for opportunities sourced through both Neuberger Wealth and Institutional channels; determine fit and oversee RFP production and dissemination
• 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 partnering with Marketing on materials, refining RFP response language, and amplifying our presence in this commercial vertical both internally and externally

Skills

Relationship management

Communication skills

Analytical thinking

Education

Bachelor’s degree

MBA or CFA

Tools

Microsoft PowerPoint

Excel

Job description

Neuberger Berman’s Wealth Investment Group seeks a Relationship Manager - OCIO in New York City to manage OCIO client relationships, schedule meetings, create reports, and translate market views into client-facing insights.

The role requires a Bachelor’s degree and 10–12+ years in financial markets, with travel up to 25%. The position offers a hybrid work model with three days in the office and a compensation range of $240,000–$280,000 plus discretionary bonus.