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Neuberger Berman

Independent, employee-owned investment management

Vice President, Consultant Relations

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A Master's degree or foreign equivalent in Management Science, Finance, or a related field, plus four years of client-facing business development experience in institutional investment services in the offered position, as an Investment Banking Associate, or in a related position; pre- or post-Master's experience is accepted. Alternatively, a Bachelor's degree or foreign equivalent in Management Science, Finance, or a related field, plus six years of the specified experience is accepted.
  • Four years of experience, or six years with a Bachelor's degree, originating and managing relationships with institutional investors, including navigating global client organizations structured across regions and business units.
  • Four years of experience, or six years with a Bachelor's degree, 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 years of experience, or six years with a Bachelor's degree, 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 years of experience, or six years with a Bachelor's degree, working directly with institutional clients to facilitate diligence, evaluation, and implementation of traditional and alternative investment solutions and resulting mandates through meetings, technical follow-up requests, and financial analysis.
  • Four years of experience, or six years with a Bachelor's degree, 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 years of experience, or six years with a Bachelor's degree, using licensed financial data platforms, including S&P, to analyze and compare investment strategies and companies for institutional client engagement and business development.
  • Four years of experience, or six years with a Bachelor's degree, using Microsoft Excel, including pivot tables, VLOOKUP functions, and data visualization, to create investment sales and account strategies, distill 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 and Request for Information 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.
  • Manage relationships with top-tier institutional investment consultants by conducting meetings, developing tailored presentation materials, and representing and discussing firm investment capabilities based on end-client needs, objectives, and preferences.
  • Drive consultant outreach strategies, marketing campaigns, and business development opportunities, collaborating with senior relationship managers where appropriate.

About the Company

Neuberger Berman

Independent, employee-owned investment management

Neuberger Berman is a private, independent, employee-owned investment management firm that manages a broad range of assets for institutions, advisors, and individuals worldwide, including equities, fixed income, private equity, and hedge funds. Its products work by actively managing client assets across multiple strategies, earning revenue from management and performance-based fees. The firm emphasizes a hybrid network model with in-house professionals and a broad advisor network, and it operates a notable private equity platform with co-investment capabilities. ESG principles are integrated into its investment approach. The company differentiates itself through its employee-ownership alignment, long-term investment perspective, a sizeable private equity/co-investment program, and a global network. Its goal is to grow client assets and outcomes by aligning the firm’s interests with those of its clients and expanding its investment offerings through partnerships and acquisitions.

Company size
Not listed
Company stage
Not listed
Total funding
$13.1B
Headquarters
New York City, New York
Founded
1939

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