Account Data Manager

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 Firms 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:

• Bachelors 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 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 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.

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Compensation Details

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.

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