OCIO Relationship Manager

Neuberger Berman•New York, NY

23h•Hybrid

About The Position

The Relationship Manager – OCIO manages all aspects of relationships with Outsourced CIO clients supported by Neuberger Wealth Investment Group. The role serves as the lead client-facing contact, facilitating scheduled and ad-hoc meetings, ensuring adherence to client portfolio guidelines, producing ongoing reports, and handling day-to-day client requests. The manager translates Neuberger’s market and portfolio views, deepens existing relationships, and develops new opportunities. Neuberger Wealth oversees approximately $84 billion in assets for individuals, families, and charitable institutions. Its Wealth Investment Group contributes to portfolio solutions through strategic and tactical asset allocation, portfolio construction, manager due diligence, risk management, macro and market research, and thought leadership, and acts in an OCIO capacity for families and institutions. The position is based in New York City and is hybrid, with a minimum of three days per week in the office. Up to 25% travel is required. Applicants must be authorized to work in the country where the role is located without current or future sponsorship. The salary range is $240,000–$280,000, and the role is eligible for a discretionary bonus. Benefits for eligible employees include paid time off, medical, dental and vision insurance, retirement, life insurance, and other benefits.

Requirements

Bachelor’s degree required.
10–12+ years of industry experience 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 and attention to detail.
Excellent written and oral communication skills.
Proficiency in Microsoft PowerPoint and Excel.
Authorization and the right to work in the country where the role is located without current or future sponsorship.
Ability to travel up to 25%.

Nice To Haves

MBA, CFA, and/or other designations preferred.
Series 7 and 66 exams preferred.

Responsibilities

Oversee relationship management functions as the lead client-facing individual for OCIO relationships managed by the Neuberger Wealth Investment Group, including scheduling meetings, creating reports and collateral, and responding to ongoing inquiries from Investment Committee or Board members.
Serve as the primary liaison with the Investment Strategy Team, Investment Platform Team, Operating Platform, and Operations to execute portfolio management recommendations.
Act as the point person for opportunities sourced through Neuberger Wealth and Institutional channels; assess fit and oversee RFP production and distribution with relevant Wealth Advisors, PAM teams, and Institutional client coverage teams.
Identify opportunities to further engage 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 internally and externally.
Facilitate scheduled and ad-hoc client meetings, ensure adherence to portfolio guidelines, produce ongoing client reporting, and respond to day-to-day client requests.
Translate Neuberger’s market and portfolio views, deepen existing relationships, and develop new opportunities.