Vice President, Consultant Relations

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.

 

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

 

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

 

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

 

TO APPLY:    Applicants should click Apply here or email resume to Neuberger Berman Recruiting team at [email protected] and reference Job # R0012720 in the subject line. EOE/M/F/D/V.

 

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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

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. 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: 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.

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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].

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