OCIO Relationship Manager

Neuberger is an independent, employee-owned, global asset management firm, serving the financial needs of intermediary, institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.

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 Neubergers 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. 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

~ determine fit and oversee RFP production and dissemination in partnership with Wealth Advisors, PAM teams, and Institutional client coverage teams as appropriate

~ 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

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

~ Proficient in Microsoft PowerPoint, Excel

Up to 25% travel required
hybrid with a minimum of three days per week in office.
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.

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 Companys sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
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



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