Account Data Manager at NNBI Holdings Pty Ltd

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

165000.0

Posted On

01 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Analytical Skills, Organizational Skills, Data Quality, Team Management, Communication, Problem Solving, Continuous Improvement, Data Governance, Workflow Optimization, Training Development, Regulatory Compliance, Client Services, Performance Oversight, Technical Collaboration, Detail Orientation

Industry

Financial Services

Description

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.

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Responsibilities

The Account Data Manager will oversee the full lifecycle of non-wealth account opening activities and ensure timely and accurate processing of new account requests. They will also manage a team focused on data quality and drive automation in the account setup process.