Position Overview
The Account Data Team is responsible for managing the setup and data quality associated with establishing accounts across the various systems utilized by Neuberger. The individual will manage a team of onshore and offshore resources that are focused on the overall data quality of accounts across the Firm. They will also oversee the quality of the data based upon several data validation checks that are run daily. Ultimately, the manager will be tasked with driving the process to a much more automated flow. The Team will report into the Onboarding team and may periodically be involved with the onboarding of new opportunities to the Firm.
Primary Responsibilities:
Oversee the full lifecycle of non-wealth account opening activities, ensuring timely and accurate processing of new account requests across all applicable systems, product @types and investment vehicles
Serve as the primary escalation point for complex or exception-based account setups, coordinating resolution with internal stakeholders including Operations, Legal, Compliance, and Client Services
Monitor workflow queues and service level agreements (SLAs), proactively identifying and addressing bottlenecks or capacity constraints
Directly manage a hybrid team of onshore and offshore resources, providing day-to-day direction, coaching, and performance oversight
Partner with offshore team leads to ensure alignment on processes, standards, and priorities, maintaining consistent operational output across time zones
Drive a culture of accountability, continuous improvement, and operational excellence across the team
Own and enforce data quality standards for account-level static data across the Firm's systems of record, ensuring completeness, accuracy, and consistency from point of entry
Design and implement data quality controls, exception reporting, and remediation workflows to proactively identify and correct data deficiencies
Partner with Technology, Enterprise Data Management, and Operations teams to define and maintain data governance frameworks applicable to account onboarding
Produce and present regular data quality metrics and KPIs, highlighting trends, risks, and improvement initiatives
Continuously assess and re-engineer account opening workflows to reduce manual effort, improve turnaround times, and eliminate error-prone touchpoints
Develop and maintain standard operating procedures (SOPs) and training materials to ensure consistency and operational resilience
Identify automation and technology enablement opportunities in partnership with Operations Technology and relevant project teams
Maintain a robust control environment by ensuring adherence to internal policies, audit requirements, and regulatory obligations
Act as a key liaison between the Account Opening team and downstream operational functions including Settlements, Portfolio Administration, Reconciliation, and Reporting
Collaborate with Client Services, Relationship Management, and Sales teams to deliver a seamless onboarding experience for new clients and mandates
Support due diligence requests, internal audits, and regulatory examinations related to account onboarding and data quality
Represent the team in firmwide initiatives, change management programs, and system implementation projects affecting account data or onboarding workflows
Qualifications :
Bachelor's degree (finance or accounting preferred) or equivalent experience.
7+ years in financial services operations.
Strong project management, analytical, organizational skills, and is adept at creating and maintaining project plans, documentation, and workflows.
Proficiency in Microsoft Office (Excel, Word, PowerPoint, MS Project); experience with workflow tools such as Monday.com is a plus.
Effective communicator, team player, and self-starter
Able to work under pressure and adapt to changing priorities.
Detail-oriented, intellectually curious, and comfortable driving change and process improvements.
Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
LI-KF1
LI-Hybrid
Compensation Details
The salary range for this role is $130,000-$165,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. 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 onlineaccommodations@nb.com _.
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) ._
Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) 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 770-plus investment professionals and more than 2,900 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 eight consecutive years (firms with 1,000+ employees).
Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
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