Vice President, Consultant Relations

Posted Yesterday
Be an Early Applicant
New York, NY, USA
In-Office
160K-175K Annually
Mid level
Financial Services
The Role
Manage relationships with institutional investment consultants and support business development for investment services. Lead RFP and RFI submissions, conduct market and peer analysis, coordinate with investment, product, marketing, legal, finance, technology, and compliance teams, and prepare client presentations. Drive consultant outreach, marketing campaigns, diligence processes, and investment solution implementation. Represent the firm at industry events and use financial data platforms and Excel to analyze strategies, performance, and client engagement.
Summary Generated by Built In

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.


#LI-DNI

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].

Learn about the Applicant Privacy Notice.

Skills Required

  • Master's degree or foreign equivalent in Management Science, Finance, or a related field
  • Four years of client-facing business development experience in institutional investment services, investment banking, or a related position
  • Alternatively, bachelor's degree or foreign equivalent in Management Science, Finance, or a related field
  • Six years of client-facing business development experience in institutional investment services, investment banking, or a related position when qualifying with a bachelor's degree
  • Experience originating and managing relationships with institutional investors across regions and business units
  • Experience working with legal, finance, technology, and compliance teams on bespoke investment solutions and custom accounts
  • Experience collaborating across time zones and internal functions with senior stakeholders, including CFOs and CIOs
  • Experience facilitating institutional client diligence, evaluation, and implementation of traditional and alternative investment solutions
  • Experience representing a firm at industry conferences and institutional events
  • Experience designing and executing sales and branding initiatives for institutional clients
  • Experience using licensed financial data platforms, including S&P, for investment strategy and company analysis
  • Experience using Microsoft Excel, including PivotTables, VLOOKUP functions, and data visualization
  • Authorization to work in the role's country without current or future sponsorship

Neuberger Berman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Neuberger Berman and has not been reviewed or approved by Neuberger Berman.

  • Retirement Support — Employer-funded retirement contributions are widely highlighted as a standout perk that materially strengthens total rewards. Feedback suggests this benefit often offsets concerns about lower cash compensation.
  • Healthcare Strength — Comprehensive medical, dental, and vision coverage is characterized as solid and reliable. Feedback suggests health benefits are a stable pillar of the package.
  • Leave & Time Off Breadth — PTO and paid leave are commonly viewed as supportive within the industry context. Feedback suggests time-off policies contribute meaningfully to perceived overall value.

Neuberger Berman Insights

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The Company
HQ: New York, NY
2,667 Employees
Year Founded: 1939

What We Do

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the PRI named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. For important disclosures: http://www.nb.com/linkedin

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