LeadManager - General Administration

Summary:

As a member of the Centralized Business Services Team the lead/manager will provide onboarding and client service support to Neuberger Berman Wealth Advisor Portfolio Management and Trust Company teams. The Vice President will partner with Supervision Compliance Business Control and Operations as a point of service contact to ensure a highly efficient and rewarding client experience.

Responsibilities:

• Coordinate with Neuberger Bermans Private Wealth Teams to provide administrative and support services to new and existing clients.

• Provide policy and procedural guidance to junior members of the team address escalated internal/external client service inquiries/requests and resolve issues in a timely manner.

• Assess and process NonDiscretionary and Discretionary new account and maintenance requests. Provide oversight data validation and subject matter expertise in the review of updates to client relationships allocation groups retirement risk profiles strategy selection Investment Policy Statements document generation

• Process account maintenance requests including: KYC updates (name changes personal data updates address changes investment objective updates etc. control beneficial owner and interested party updates and account updates such as margin check writing options etc.

• Review and process requests for fund disbursements gifting securities ACATs and DTC transfers.

• Review streamline and revise day to day operations to improve team efficiency and output

• Assist with the implementation of new firm initiatives and ad hoc reports/projects as assigned by management

• Identify and flag suspicious activity to mitigate risk and prevent fraudulent account behavior and potential fraud exposure

Qualifications:

• Undergraduate degree with 510 years client service/supervision/operational experience in the finance industry

• Series 7 and 66 licenses Series 24 a bonus

• Excellent communication skills both written and verbal

• Professional presence with strong leadership skills

• Wellorganized with excellent attention to detail

• Ability to prioritize workload based on evolving needs and circumstances and manage multiple tasks simultaneously

• Proficient PC skills including MS Word Excel and PowerPoint

• Experience with DocuSign Salesforce Aladdin Wealth applications

Compensation Details

The salary range for this role is $95000$130000. 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 employees 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 revenuebased 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 401(k) 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 Companys sole discretion unless and until paid and may be modified at the Companys 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 .

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