Vice President, Consultant Relations

Neuberger Berman•New York, NY

1d•Hybrid

About The Position

The Vice President, Consultant Relations will be responsible for conducting internal reporting and market analysis, overseeing the RFP/RFI process, leading cross-functional coordination, managing key relationships with institutional investment consultants, and driving consultant outreach strategies and business development opportunities.

Requirements

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, 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.
Four (4) years (or six [6] years with a Bachelor’s) of experience with originating and managing relationships with institutional investors, including navigating global client organizations structured across regions and business units.
Four (4) years (or six [6] years with a Bachelor’s) of experience working directly with legal, finance, technology, and compliance teams to pitch, implement, and maintain bespoke investment solutions for tailored client mandates and custom accounts.
Four (4) years (or six [6] years with a Bachelor’s) of experience 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.
Four (4) years (or six [6] years with a Bachelor’s) of experience 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.
Four (4) years (or six [6] years with a Bachelor’s) of experience 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.
Four (4) years (or six [6] years with a Bachelor’s) of experience using licensed financial data platforms, including S&P, to analyze and compare investment strategies and companies to support institutional client engagement and business development.
Four (4) years (or six [6] years with a Bachelor’s) of experience using Microsoft Excel, including pivot tables, VLOOKUP functions, and data visualization, to create investment sales and account strategies, distill disparate datasets, analyze business performance, and track client engagement metrics.

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.