Neuberger Berman Relationship Manager in Chicago, Illinois
The Institutional Consultant Relations Vice President will work closely with senior Consultant Relations professionals to support Tier One Global/National consultant firm coverage to further enhance relationships focused on both business development opportunities and servicing. The CR Vice President will also lead coverage of select consulting firms on an independent basis.
Partner with others on the team on day-to-day new business development and servicing tasks to ensure team goals are met. Tasks may involve meeting preparation, information gathering/prospecting, direct client interface re requests and meeting follow-ups
Importantly, the VP will help with relationship coverage and communication with various parts of the consulting organizations including research and consulting analysts.
Assist in creating sales presentations by gathering various product and firm information and assisting with the generation of new materials specific to consultant/client dialogue and interests
Support the team with contact management, including CRM maintenance, pipeline updates and reporting
Liaise and establish strong relationships with internal investment teams
Support the RMs in the coordination and production of RFPs including liaising with the RFP team and ensuring RFP deadlines and requirements are met.
Participate in team projects to enhance consultant coverage strategy and execution
7-10 years of institutional asset management experience (Sales/CR/Product Specialist) including mixed backgrounds with finance or other related skillsets and credentials.
Undergraduate degree in economics, finance or business
Level of sophistication in markets and a strong understanding of complex client organizations and decision making processes.
Knowledge of portfolio construction and role in portfolios of various asset classes
Knowledge of multiple asset classes including Alternatives is a plus, alongside a high degree of interest, perpetual learning and engagement in financial markets and investment strategy
Strong achievement in undergraduate degree in finance, economics, or related disciplines
Highly motivated team-player with a desire to work on a wide range of projects
Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
Detail-oriented with strong organizational and follow up skills
Strong analytical and problem-solving skills
Excellent written and oral communication skills
Proficient in Microsoft Word, Excel, PowerPoint
Series 7 & 66 licenses required
Neuberger Berman is an equal opportunity/affirmative action 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@example.com .
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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $433 billion in client assets (as of March 31, 2020) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 600-plus investment professionals and more than 2,300 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last five consecutive years (firms with 1,000+ employees).
EQUITY, INCLUSION & DIVERSITY
Neuberger Berman strongly embraces the principles of Equity, Inclusion and Diversity (“EID”) — they are deeply engrained in our culture and are a fundamental part of our long-term business strategy. We firmly believe in fostering an environment, in which all of our people are respected and have an equitable opportunity to flourish and be their best selves. We believe having a diversity of perspectives strengthens our ability to deliver attractive outcomes for our clients and makes us a better organization.
Empowering is about our people having a voice and the ability and autonomy to contribute materially to the firm. As an employee-owned firm, we lean heavily on employee feedback and guidance, including through a series of surveys (e.g., our anonymous employee engagement survey and topic specific pulse surveys). We also provide many opportunities to contribute outside of the day-to-day, including through cross functional committees and firm-wide projects.
Developing is about our people having the resources, tools, and experiences to grow professionally and personally. As part of this, our colleagues and managers can leverage a broad array of offerings on our HCM Learning platform as part of a personalized career path plan that focuses intently on individual circumstances and objectives.
Supporting is about our people having the opportunity to be themselves, connect within NB and live a balanced life. Our Employee Resource Groups help to drive a greater sense of fellowship and build stronger connections across our firm. Through NB Wellness, NB Impacts (philanthropy) and Employee Investment Solutions (financial wellness), we take a holistic approach to ensure our colleagues have the resources they need to realize their personal goals.
Our people and our culture are our greatest assets. We remain deeply committed to our EID values and to ensuring Neuberger Berman remains a best-in-class place to work.
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