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Neuberger Berman

Vice President, Consultant Relations

Posted 8 Days Ago
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In-Office
New York, NY
160K-175K Annually
Mid level
In-Office
New York, NY
160K-175K Annually
Mid level
The role involves conducting market analysis, managing RFP submissions, overseeing client engagements, and driving business development initiatives in the financial services industry.
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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 experience in the financial services industry 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 experience in the financial services industry 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: Sourcing and cultivating institutional client relationships across the financial services industry, including identifying new business opportunities through platforms including LinkedIn or client databases, and managing follow-up engagement to support business growth and revenue retention; Supporting the development of strategic messaging and client-facing communications, including translating insights on global markets, macroeconomic, and industry trends into narratives tailored for financial professionals; Creating client presentation materials and coordinating with cross-functional teams, including Product and Marketing, to synthesize technical content, shape external messaging, and deliver outputs aligned with business development goals; Conducting industry and peer analysis using financial data research tools to assess market positioning and competitor trends; Performing data analysis and business reporting using Microsoft Excel, including creation of pivot tables, VLOOKUP functions, and data visualizations to support sales initiatives, client engagement metrics, or account strategy; Supporting product strategy, client education, and business development initiatives based on knowledge of global financial markets and institutional investment ecosystems; and Working directly with clients to present and discuss financial products and solutions.

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 # R0011778 in the subject line. EOE/M/F/D/V.

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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 Berman 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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Top Skills

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Neuberger Berman New York, New York, USA Office

1290 Avenue of the Americas, New York, NY, United States, 10104

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