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Summary
NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth’s investment platform, leveraging the firm’s global investment capabilities to deliver customized solutions for NB Private Wealth’s clients.
About Neuberger Berman:
At Neuberger Berman, we are motivated to deliver compelling investment results for our clients using the lens of their long-term financial well-being.As a private, independent and 100% employee-owned investment manager, our firm enjoys unique, structural alignment with the long-term interests of our clients, who range from high-net worth individuals to pension funds to institutional investors.
We are seeking an experienced and motivated Business Analyst to join our Enablement Services team at Neuberger.Enablement Services is a centralized team of change agents supporting initiatives for the firm, across all regions, business lines, departments, and processes.
Position Overview
The Head of Private Wealth Platforms & Experience will be a transformative leader within Neuberger Berman’s Private Wealth business, responsible for shaping and executing the digital and client-centric strategy that will define the future of both client and advisor experiences.This leader will oversee all aspects of the end-to-end journey for clients and advisors, serving as the business owner for all client-facing digital platforms and internal wealth management tools.
Neuberger Berman's technology team is looking for a hands-on Senior Developer with strong application, database, and data pipeline development experience to align with our Private Markets investment teams.You will work with team members to design and implement end-to-end business solutions for various business teams focused solving data-centric problems, working with large datasets and providing insights to drive investment decisions.
We are seeking a CRM Administrator who will play a key role in driving adoption and providing support for the Private Wealth channel.Reporting to the Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective solutions in partnership with end users, technology teams and leadership.
Primary Responsibilities:
Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access
Provide trading and administrative support to portfolio managers and team members, including entering Equity, Fixed Income, and Options trades in U
Neuberger Berman
As part of Neuberger Berman Group’s Controllers organization, the Vice President role will report to the Head of Financial Control and will be responsible for a broad array of areas including providing accounting advisory / policy support for new transaction types, the implementation of new accounting standards, and being involved with the implementation of firm wide initiatives such as acquisitions and other Finance process improvements.
Business Overview:
Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management.The private equity group of the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $125 billion of client commitments since inception.
Neuberger Berman is seeking a Director of Equity Investment Risk to join the New York office, reporting to the Global Head of Investment Risk.This person will oversee key risk management initiatives and partner closely with our global risk colleagues.The Risk department is a dynamic, fast-paced team responsible for navigating complex challenges that impact the firm and its business.