Vice President, Consultant Relations

Neuberger Berman • New York, NY

12d • $160,000 - $175,000 • Hybrid

About The Position

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 experience in the financial services industry 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 experience in the financial services industry 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: Sourcing and cultivating institutional client relationships across the financial services industry, including identifying new business opportunities through platforms including or client databases, and managing follow-up engagement to support business growth and revenue retention; Supporting the development of strategic messaging and client-facing communications, including translating insights on global markets, macroeconomic, and industry trends into narratives tailored for financial professionals; Creating client presentation materials and coordinating with cross-functional teams, including Product and Marketing, to synthesize technical content, shape external messaging, and deliver outputs aligned with business development goals; Conducting industry and peer analysis using financial data research tools to assess market positioning and competitor trends; Performing data analysis and business reporting using Microsoft Excel, including creation of pivot tables, VLOOKUP functions, and data visualizations to support sales initiatives, client engagement metrics, or account strategy; Supporting product strategy, client education, and business development initiatives based on knowledge of global financial markets and institutional investment ecosystems; and Working directly with clients to present and discuss financial products and solutions.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level