Head of Intermediary Business Enablement and Operations
Head of Intermediary Business Enablement and Operations
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 250000 - 300000
1 Vacancy
Job Description
Job Summary:
We are seeking an experienced and dynamic individual to join Neuberger Berman as the Head of our Business Enablement and Operations Intermediary team. The successful candidate will be responsible for overseeing all aspects of our Intermediary (i.e. bank RIA wirehouse etc) channel operations client experience data management and channel growth. This role requires multiproduct knowledge deep understanding of Intermediary Financial Advisor and end Retailclient behaviors and demands. The successful candidate will be able to assess market and operational requirements identify strategic endpoints while also driving immediate tactical changes to improve delivery scalability and quality. CrossNeuberger partnership will be critical to ensure Neubergers Intermediary gotomarket strategy is aligned with business growth goals addresses the complex needs of Intermediaries themselves their advisors and ultimately their end retail clients. This role will be part of Neubergers Business Enablement and Operations team with dual accountability to Neubergers Intermediary channel leadership as well.
The Business Enablement and Operations team is a newly created organization responsible for building highquality and scalable processes that deliver exceptional client experiences while encompassing the elements of Neubergers daily operational processes across our global businesses varied client base and across our breadth of investment solutions.
Key Responsibilities:
Leadership & Management:
Build Lead and transform the Intermediary channel delivery processes and client experiences.
Develop and implement strategies to enhance the effectiveness and efficiency of Alternative and SMA solutions to end retail clients.
Ability to assess plan and execute strategic solutions while also driving nearterm tactical changes.
Demonstrated ability to work crossfunctionally with sales leaders external clients/wholesalers investment professionals control and operational partners to construct and implement scalable process changes.
Provide mentorship and guidance to team members fostering a culture of continuous improvement and professional development.
Intermediary Channel:
Build relationships with internal sales teams and external intermediaries to develop a deep understanding of delivery challenges that impede sales growth.
Develop both strategic and tactical solutions to improve delivery processes to achieve both internal scalability and improved client experiences.
Assess technology solutions to enhance SMA operations.
Build/Manage operational processes and technology solutions to yield SMA efficiency improvements.
Partner with sales leaders to ensure a comprehensive crossproduct gotomarket strategy coupled with the applicable and delivery plans.
Develop market demand assessments to estimate operational volumes.
Indepth understanding of mutual fund ETF SMA and Alternative product sales drivers and operational requirements including an ability to develop and implement process change where required.
Manage distribution arrangements with external partners.
Partner within internal sales and analytical teams to build effective sales augmentation reporting/analytics/protocols.
Serve as a partner to Intermediary Sales leadership to drive business growth relationship deepening client satisfaction and AUM growth.
In partnership with internal product teams oversee service provider relationships to ensure the unique needs/demands of Intermediary clients are proactively addressed.
Serve as an internal pointperson for crossproduct and crosschannel initiatives.
Business Enablement and Operations:
Understand and transform underlying operational processes in the Intermediary client value chain.
Manage and refine the comprehensive Intermediary client experience lifecycle (i.e. from sales/marketing client data collection client onboarding AML/KYC SMA model management trading/settlement client reporting escalation management issue/error resolution).
Develop operational performance metrics to evaluate operational delivery quality across the Intermediary client value chain design and implement operational improvements where applicable.
Compliance & Risk Management:
Understanding of complex regulatory requirements and development of processes that mitigate/minimize control risks.
Partnership with Compliance and Operational Risk teams to measure assess and improve operational processes to reduce control risks.
Ability to manage teams and processes within a retail client compliance construct.
Qualifications:
Education and Certifications:
Bachelors degree in Finance Accounting Economics or a related field.
Experience:
Minimum of 15 years of experience in an operational and/or business management role.
Proven ability to drive change and execute on largescale strategic initiatives
Demonstrated leadership experience with a track record of managing and developing teams.
Skills & Competencies:
Track record of identifying and implementing process and control improvements.
Strong analytical and problemsolving skills.
Excellent communication and interpersonal skills.
Proficiency in business process reengineering.
Ability to manage multiple priorities and meet tight deadlines.
Great interpersonal skills.
Excellent communication skills (written and verbal).
Strong attention to detail and highly organized.
A strong work ethic and a positive attitude.
Results oriented deadline driven resource person who thrives in fast paced dynamic environment.
Committed to continuous process improvement.
#LIGC1
#LIHYBRID
Compensation Details
The salary range for this role is $250000$300000. 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 .
Learn about the Applicant Privacy Notice.
Required Experience:
Director
Employment Type
Full-Time
