OCIO Relationship Manager
About The Position
The Relationship Manager – OCIO partners with the Wealth Investment Group to deliver Neuberger’s Outsourced CIO platform to families, nonprofits, and other organizations. The team designs and manages tailored portfolios based on client risk profiles and liquidity needs, supporting financial sustainability, operational agility, and long-term success. Its work spans strategy and policy, implementation, reporting, and ongoing monitoring. The role manages all aspects of client relationships, including scheduled and ad-hoc meetings, adherence to portfolio guidelines, ongoing reporting, and day-to-day client requests. The Relationship Manager also communicates Neuberger’s market and portfolio views, deepens existing relationships, and develops new business opportunities.
Requirements
- Bachelor’s degree required.
- 10–12+ years of industry experience in financial markets, with an 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.
- Proficiency in Microsoft PowerPoint and Excel.
- Authorized to work in the country where the role is located without current or future sponsorship.
Nice To Haves
- MBA, CFA, and/or other designations.
- Series 7 and 66 exams.
Responsibilities
- Lead relationship management for OCIO clients, including scheduling meetings, preparing reports and collateral, and responding to Investment Committee and Board inquiries.
- Coordinate with the Investment Strategy Team, Investment Platform Team, Operating Platform, and Operations to execute portfolio management recommendations.
- Serve as point person for opportunities sourced through Neuberger Wealth and Institutional channels; assess fit and oversee RFP production and distribution with relevant teams.
- Identify opportunities to deepen engagement with existing OCIO clients, including through board participation, and selectively target RFP opportunities aligned with Neuberger’s value proposition.
- Contribute to go-to-market strategy by partnering with Marketing on materials, refining RFP response language, and increasing the firm’s presence in the commercial vertical.
Benefits
- Discretionary bonus.
- Retirement contributions.
- Paid time off.
- Medical, dental, and vision insurance.
- Life insurance.
- Other benefits for eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
