VP, OCIO Strategy & Solutions
FEG, Cincinnati, OH, United States
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Position:
VP, OCIO Strategy & Solutions
Location:
Cincinnati, OH
Job Id:
329
# of Openings:
1
Department:
OCIO Strategy & Solutions
About the Role / Position Summary The VP, OCIO Strategy & Solutions will play a central role in scaling and evolving FEG’s OCIO platform by building disciplined processes and helping define and execute a consistent, high-quality client experience.
This role is responsible for designing and operationalizing the frameworks that enable growth, while serving as a key contributor to how FEG transitions clients from consulting to OCIO. Acting as a connector across Advisors, Portfolio Management, Operations, Client Development, and Technology, this individual will drive alignment, accountability, and execution across the OCIO business.
Success in this role requires strategic thinking and leadership to translate business goals into scalable processes and growth initiatives, while driving a disciplined and repeatable approach to client conversion and OCIO platform expansion.
What You’ll Do / Position Responsibilities Process & Platform Scale
Design and continuously improve core processes supporting the OCIO platform to enable scale, efficiency, and consistency.
Align Advisors, Portfolio Management, Operations, Client Service, and Technology to operate as an integrated system.
Establish clear workflows, handoffs, and “rules of engagement” between consulting and OCIO models.
Identify and execute opportunities to enhance the OCIO platform and operating model.
Support key platform initiatives, including onboarding enhancements and development of a preferred providers program, in partnership with Advisors, Portfolio Management, and Operations.
Client Conversions (Consulting to OCIO)
Contribute to defining FEG’s approach to client service line conversions, establishing a repeatable and effective strategy.
Partner with Advisors and senior leaders to transition clients from consulting to OCIO, including governance, education, and presentation strategy.
Design and standardize conversion materials, messaging, and processes.
Coordinate across Advisors, Portfolio Management, and Operations to deliver seamless transitions and maintain client trust.
Track conversion outcomes and refine approach based on results and client feedback.
Strategy & Business Growth
Contribute to OCIO business strategy, including SWOT analysis, business planning, and identification of key growth levers.
Develop and execute initiatives that drive OCIO adoption and expansion across the existing client base.
Identify and prioritize growth opportunities across client segments with Advisors and Client Development.
Develop segment-specific strategies to strengthen OCIO positioning.
Contribute to the development of preferred provider relationships aligned with client needs and platform strategy.
Partner with Client Development on RFPs, finals, and go-to-market messaging.
Synthesize client and advisor feedback to inform strategy and service evolution.
Client Experience
Define and advance the OCIO client experience, ensuring consistency in delivery and communication.
Support team members in onboarding and transitions, partnering with Advisors, Portfolio Management, and Operations to ensure alignment.
Partner with Advisors and Portfolio Management to ensure client objectives, asset allocation, and portfolio structure are clearly understood and executed.
Develop client‑facing messaging on OCIO services, portfolio construction, and service model differentiation.
Serve as a connector across teams to improve transparency, communication, and execution.
Lead internal training and knowledge‑sharing on OCIO processes and positioning.
Establish metrics to track service consistency, client satisfaction, and operational effectiveness.
Foster a collaborative, solutions‑oriented culture grounded in accountability and continuous improvement.
Partner with OCIO Strategy & Solutions team members to support innovation and enhance the client experience.
Represent FEG in client settings and industry forums as needed.
Leadership & Collaboration
Serve as a connector across teams to improve transparency, communication, and execution.
Lead internal training and knowledge‑sharing on OCIO processes and positioning.
Establish metrics to track service consistency, client satisfaction, and operational effectiveness.
Foster a collaborative, solutions‑oriented culture grounded in accountability and continuous improvement.
Partner with OCIO Strategy & Solutions team members to support innovation and enhance the client experience.
Represent FEG in client settings and industry forums as needed.
You’ll Enjoy This Job If You… / Skills & Characteristics
Listen and learn while still taking full ownership of individual scope of work.
Take pride in having and continuing to develop expert financial data domain knowledge.
Enjoy ensuring clients have excellent customer service.
Care about data quality and consistency.
Create & follow processes while thinking through efficiencies.
Engage collaboratively with clients, investment teams and peers.
Prioritize effectively and decisively across complex teams and competing priorities.
Enjoy working in and learning about the financial investment industry.
What We Expect / Qualifications
Bachelor’s degree in finance, economics, or a related field. Master’s or further certification desired.
8–12 years of experience in institutional client service, relationship management, or investment consulting.
Ability to identify and resolve/escalate complex problems with minimal guidance.
Proven ability to build and scale service models in complex, team‑based environments.
Deep understanding of the OCIO business model and client delivery processes.
Strong facilitation, communication, and project management skills, with the ability to connect across disciplines.
Strong alignment with FEG’s culture, with demonstrated team‑building instincts and excellent written and verbal communication skills.
Investment experience preferred.
What We Offer / Benefits & Compensation
Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer‑paid life, Short‑Term Disability and Long‑Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
Wealth Benefits including 401(k) and ESOP Programs with company contributions.
Paid Time Off (Holidays, PTO, Parental Leave).
Flexible work options designed to support work‑life balance while maintaining productivity and collaboration.
Employee‑led culture committees focused on engagement, well‑being, diversity, and a positive workplace environment.
A structured mentorship program that fosters professional growth, knowledge‑sharing, and leadership development through meaningful one‑on‑one connections.
Tuition reimbursement for approved educational programs to support continued learning and career development.
Reimbursement for eligible professional certifications and industry‑recognized designations.
Access to comprehensive wellness programs that support physical, mental, and overall well‑being.
Why FEG? / About the Company FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices.
Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion in client assets under advisement.
LIMITATIONS AND DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job‑related instructions and to perform other job‑related duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at‑will” basis.
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.
As of September 30, 2025, Assets under Advisement (AUA) include discretionary and non‑discretionary assets of FEG and its affiliated entities. These assets are typically non‑discretionary. Some asset values may not be readily available at the most recent quarter‑end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG's total assets under management (AUM) of $19.6bn includes discretionary of $17.0bn and non‑discretionary AUM of $2.5bn.
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Position:
VP, OCIO Strategy & Solutions
Location:
Cincinnati, OH
Job Id:
329
# of Openings:
1
Department:
OCIO Strategy & Solutions
About the Role / Position Summary The VP, OCIO Strategy & Solutions will play a central role in scaling and evolving FEG’s OCIO platform by building disciplined processes and helping define and execute a consistent, high-quality client experience.
This role is responsible for designing and operationalizing the frameworks that enable growth, while serving as a key contributor to how FEG transitions clients from consulting to OCIO. Acting as a connector across Advisors, Portfolio Management, Operations, Client Development, and Technology, this individual will drive alignment, accountability, and execution across the OCIO business.
Success in this role requires strategic thinking and leadership to translate business goals into scalable processes and growth initiatives, while driving a disciplined and repeatable approach to client conversion and OCIO platform expansion.
What You’ll Do / Position Responsibilities Process & Platform Scale
Design and continuously improve core processes supporting the OCIO platform to enable scale, efficiency, and consistency.
Align Advisors, Portfolio Management, Operations, Client Service, and Technology to operate as an integrated system.
Establish clear workflows, handoffs, and “rules of engagement” between consulting and OCIO models.
Identify and execute opportunities to enhance the OCIO platform and operating model.
Support key platform initiatives, including onboarding enhancements and development of a preferred providers program, in partnership with Advisors, Portfolio Management, and Operations.
Client Conversions (Consulting to OCIO)
Contribute to defining FEG’s approach to client service line conversions, establishing a repeatable and effective strategy.
Partner with Advisors and senior leaders to transition clients from consulting to OCIO, including governance, education, and presentation strategy.
Design and standardize conversion materials, messaging, and processes.
Coordinate across Advisors, Portfolio Management, and Operations to deliver seamless transitions and maintain client trust.
Track conversion outcomes and refine approach based on results and client feedback.
Strategy & Business Growth
Contribute to OCIO business strategy, including SWOT analysis, business planning, and identification of key growth levers.
Develop and execute initiatives that drive OCIO adoption and expansion across the existing client base.
Identify and prioritize growth opportunities across client segments with Advisors and Client Development.
Develop segment-specific strategies to strengthen OCIO positioning.
Contribute to the development of preferred provider relationships aligned with client needs and platform strategy.
Partner with Client Development on RFPs, finals, and go-to-market messaging.
Synthesize client and advisor feedback to inform strategy and service evolution.
Client Experience
Define and advance the OCIO client experience, ensuring consistency in delivery and communication.
Support team members in onboarding and transitions, partnering with Advisors, Portfolio Management, and Operations to ensure alignment.
Partner with Advisors and Portfolio Management to ensure client objectives, asset allocation, and portfolio structure are clearly understood and executed.
Develop client‑facing messaging on OCIO services, portfolio construction, and service model differentiation.
Serve as a connector across teams to improve transparency, communication, and execution.
Lead internal training and knowledge‑sharing on OCIO processes and positioning.
Establish metrics to track service consistency, client satisfaction, and operational effectiveness.
Foster a collaborative, solutions‑oriented culture grounded in accountability and continuous improvement.
Partner with OCIO Strategy & Solutions team members to support innovation and enhance the client experience.
Represent FEG in client settings and industry forums as needed.
Leadership & Collaboration
Serve as a connector across teams to improve transparency, communication, and execution.
Lead internal training and knowledge‑sharing on OCIO processes and positioning.
Establish metrics to track service consistency, client satisfaction, and operational effectiveness.
Foster a collaborative, solutions‑oriented culture grounded in accountability and continuous improvement.
Partner with OCIO Strategy & Solutions team members to support innovation and enhance the client experience.
Represent FEG in client settings and industry forums as needed.
You’ll Enjoy This Job If You… / Skills & Characteristics
Listen and learn while still taking full ownership of individual scope of work.
Take pride in having and continuing to develop expert financial data domain knowledge.
Enjoy ensuring clients have excellent customer service.
Care about data quality and consistency.
Create & follow processes while thinking through efficiencies.
Engage collaboratively with clients, investment teams and peers.
Prioritize effectively and decisively across complex teams and competing priorities.
Enjoy working in and learning about the financial investment industry.
What We Expect / Qualifications
Bachelor’s degree in finance, economics, or a related field. Master’s or further certification desired.
8–12 years of experience in institutional client service, relationship management, or investment consulting.
Ability to identify and resolve/escalate complex problems with minimal guidance.
Proven ability to build and scale service models in complex, team‑based environments.
Deep understanding of the OCIO business model and client delivery processes.
Strong facilitation, communication, and project management skills, with the ability to connect across disciplines.
Strong alignment with FEG’s culture, with demonstrated team‑building instincts and excellent written and verbal communication skills.
Investment experience preferred.
What We Offer / Benefits & Compensation
Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer‑paid life, Short‑Term Disability and Long‑Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
Wealth Benefits including 401(k) and ESOP Programs with company contributions.
Paid Time Off (Holidays, PTO, Parental Leave).
Flexible work options designed to support work‑life balance while maintaining productivity and collaboration.
Employee‑led culture committees focused on engagement, well‑being, diversity, and a positive workplace environment.
A structured mentorship program that fosters professional growth, knowledge‑sharing, and leadership development through meaningful one‑on‑one connections.
Tuition reimbursement for approved educational programs to support continued learning and career development.
Reimbursement for eligible professional certifications and industry‑recognized designations.
Access to comprehensive wellness programs that support physical, mental, and overall well‑being.
Why FEG? / About the Company FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices.
Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion in client assets under advisement.
LIMITATIONS AND DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job‑related instructions and to perform other job‑related duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at‑will” basis.
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.
As of September 30, 2025, Assets under Advisement (AUA) include discretionary and non‑discretionary assets of FEG and its affiliated entities. These assets are typically non‑discretionary. Some asset values may not be readily available at the most recent quarter‑end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG's total assets under management (AUM) of $19.6bn includes discretionary of $17.0bn and non‑discretionary AUM of $2.5bn.
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