Vice President, Consultant Relations

nb; New York (NY); Hybrid; USD 160,000 - 175,000; Full time

Benefits offered by this job

Paid time off

Discretionary bonus

Retirement contributions

Job summary

Neuberger Berman Group LLC seeks a Vice President, Consultant Relations in New York. The role focuses on managing RFP/RFI processes, reporting, and market analysis to guide engagement strategies with institutional consultants.

You will lead cross-functional collaboration with Portfolio Management, Product, Marketing, and senior leaders, and oversee presentations tailored to client needs while advancing business development initiatives.

Qualifications

• Master’s degree in Management Science, Finance, or related field with four years of client-facing business development experience in institutional investment services.
• Bachelor’s degree in Management Science, Finance, or related field with six years of client-facing experience in institutional investment services.
• Experience: originating and managing relationships with institutional investors across regions and business units.

Responsibilities

• Conduct internal reporting and market analysis to identify industry trends and inform engagement strategies.
• Oversee the full lifecycle of RFP/RFI submissions coordinating with RFP and Consultant Database teams.
• Lead cross-functional coordination with Portfolio Management, Product, Marketing, and senior leadership for meetings and diligence processes.
• Manage relationships with top institutional consultants, develop tailored presentations, and discuss firm investment capabilities.
• Drive consultant outreach strategies, marketing campaigns, and business development with senior relationship managers.

Skills

Client-facing experience

Relationship management

Presentation materials

Cross-functional coordination

Marketing campaigns

Business development

Consultant outreach

Education

Master’s degree in Management Science/Finance

Bachelor’s degree in Management Science/Finance

Tools

S&P data platforms

Microsoft Excel

Job description

EMPLOYER

Neuberger Berman Group LLC

TITLE

Vice President, Consultant Relations

LOCATION

New York, NY (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.)

DUTIES

Conduct internal reporting and market analysis using external and internal tools, publications, and databases to identify industry trends, assess peer positioning, and inform engagement strategies. Oversee the full lifecycle of Request for Proposal (RFP) and Request for Information (RFI) submissions, coordinating with the RFP and Consultant Database teams to ensure strategic alignment, accuracy and timeliness. Lead cross-functional coordination with Portfolio Management, Product, Marketing, and senior leadership to prepare for key meetings, diligence processes, and platform development initiatives. Help manage key relationships with top tier institutional investment consultants: conduct meetings, develop tailored presentation materials, and represent and discuss firm investment capabilities based on end client needs, objectives and preferences. Independently drive consultant outreach strategies, marketing campaigns, and business development opportunities, collaborating with senior relationship managers where appropriate.

REQTS

Must have a Master's degree or foreign equivalent in Management Science, Finance, or a related field plus four (4) years of client-facing experience in business development for institutional investment services in the position offered, or as an Investment Banking Associate, or a related position. Employer will accept pre- or post-Master's experience. Alternatively, employer will accept a Bachelor's degree or foreign equivalent in Management Science, Finance, or a related field plus six (6) years of client-facing experience in business development for institutional investment services in the position offered, or as an Investment Banking Associate, or a related position. Must have four (4) years (or six [6] years with a Bachelor's) of experience with all of the following: Originating and managing relationships with institutional investors, including navigating global client organizations structured across regions and business units; Working directly with legal, finance, technology, and compliance teams to pitch, implement, and maintain bespoke investment solutions for tailored client mandates and custom accounts; Operating within a global firm and collaborating across time zones and internal functions to align senior internal stakeholders, including CFOs and CIOs, and deliver institutional investment solutions; Working directly with institutional clients to facilitate diligence, evaluation, and implementation of traditional and alternative investment solutions and resulting mandates, through multiple workstreams including meetings, technical follow-up requests, and financial analysis; Representing the firm at industry conferences and institutional events, and designing and executing differentiated sales and branding initiatives to strengthen firm visibility and advance revenue-generating relationships; Using licensed financial data platforms, including S&P, to analyze and compare investment strategies and companies to support institutional client engagement and business development; and Using Microsoft Excel, including pivot tables, VLOOKUP functions, and data visualization, to create investment sales and account strategies, distil disparate datasets, analyze business performance, and track client engagement metrics.

TRAVEL REQT

25% domestic and international travel is required to various and unanticipated company and client sites.

HOURS

Full-Time; Mon-Fri (40 hrs/week)

SALARY

$160,000 - $175,000 per year

Compensation Details

The salary range for this role is $160,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. 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 contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off

EOE/M/F/D/V.

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.