Vice President, Consultant Relations

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

Job summary

Neuberger Berman is seeking a Vice President, Consultant Relations in New York, NY with a focus on managing relationships with institutional investment consultants and leading engagement strategies across the client lifecycle.

You will coordinate with Portfolio Management, Product, Marketing, and senior leadership to deliver tailored presentations, manage diligence processes, and represent the firm at industry events, while driving outreach and business development opportunities.

Qualifications

• Master's degree or foreign equivalent in Management Science, Finance, or related field.
• Four or six years of client-facing experience in institutional investment services or related roles.
• Experience managing relationships with institutional investors and coordinating with legal, finance, tech, and compliance teams.

Responsibilities

• Oversee end-to-end RFP/RFI submissions with cross-functional teams to ensure accuracy and timeliness.
• Lead meetings with Portfolio Management, Product, Marketing, and senior leaders to prepare for engagement and diligence.
• Build tailored materials and present firm investment capabilities to top-tier institutional consultants.
• Drive consultant outreach strategies and marketing campaigns in collaboration with senior relationship managers.

Skills

Relationship management

Client-facing experience

Market analysis

Proposal development

Cross-functional coordination

Presentation materials

Education

Master's degree in Management Science or Finance

Bachelor's degree in related field

Tools

S&P data platforms

Microsoft Excel

Job description

EMPLOYER, TITLE & LOCATION

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.

REQUIREMENTS

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

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

HOURS & SALARY

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

SALARY: $160,000 - $175,000 per year

EEO & WORK AUTHORIZATION

EOE/M/F/D/V. #LI-DNI 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

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.

BENEFITS

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

NOTE

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

EQUAL OPPORTUNITY

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

ACCESSIBILITY

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ABOUT THE COMPANY

Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 790-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second “Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

DISCLOSURES

For important disclosures: http://www.nb.com/linkedin