OCIO Relationship Manager

Job Description:

Neuberger Wealth oversees approximately $84 billion in assets for individuals, families, and charitable institutions. The Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation (TAA) recommendations, portfolio construction, manager due diligence, and risk management. The team also produces macro/market research and thought leadership and acts in an Outsourced CIO (OCIO) capacity for families and institutions.

The Relationship Manager – OCIO acts in partnership with the other members of the Wealth Investment Group to deliver Neuberger's Outsourced CIO platform. As a trusted partner for families, non-for-profits, and other organizations, we design and manage solutions to support financial sustainability, operational agility, and long-term success. We create tailored portfolios built around the underlying client risk profile, and liquidity needs, powered by institutional expertise and a flexible toolkit. The team oversees each step of the client journey, from strategy and policy to implementation, reporting, and ongoing monitoring.

The Relationship Manager – OCIO is responsible for all aspects of managing the relationship with the OCIO clients, including facilitating scheduled and ad-hoc meetings, ensuring adherence to the client’s portfolio guidelines, producing ongoing client reporting, and executing on all day-to-day requests as required for each relationship. The individual would also be responsible for translating Neuberger’s market and portfolio views, as well as deepening existing relationships and developing new opportunities.

Responsibilities:

Oversee all relationship management functions as lead client facing individual for OCIO relationships managed by the Neuberger Wealth Investment Group including scheduling of meetings, creation of reports and collateral, and responding to ongoing inquiries from the Investment Committee/Board
Act as primary liaison with partners on the Investment Strategy Team, Investment Platform Team, Operating Platform and Operations for execution of portfolio management recommendations made by the Investment Strategy Team
Act as point person for opportunities sourced through both Neuberger Wealth and Institutional channels; determine fit and oversee RFP production and dissemination in partnership with Wealth Advisors, PAM teams, and Institutional client coverage teams as appropriate
Identify opportunities for further engagement with existing OCIO clients, including cross-referencing board participation; selectively target RFP opportunities which align with Neuberger’s value proposition
Engage on go-to-market strategy including but not limited to partnering with Marketing on materials, refining RFP response language, and amplifying our presence in this commercial vertical both internally and externally

Qualifications:

Bachelor’s degree required; MBA, CFA and/or other designations preferred
10-12+ years industry experience required 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 along with attention to detail
Excellent written and oral communication skills
Proficient in Microsoft PowerPoint, Excel
Series 7 and 66 exams preferred
Up to 25% travel required