Full-Time

Onboarding Project Manager

Confirmed live in the last 24 hours

Neuberger Berman

Neuberger Berman

Compensation Overview

$90k - $125kAnnually

+ Bonus

Senior

New York, NY, USA

Job to be performed in New York City.

Category
Project Management
Business & Strategy
Required Skills
Visio
PowerPoint/Keynote/Slides
Requirements
  • B.A. degree or equivalent, preferred in finance or accounting
  • 5+ years experience in financial services operations
  • Broad knowledge of the securities industry and variety of investment vehicles
  • Knowledge of general securities rules as well as financial industry regulations and terminology.
  • Strong project management & analytical skills
  • Proficient with Microsoft Office, including Word, Excel, MS Project, and PowerPoint.
  • Visio skills a plus
Responsibilities
  • Work closely with various lines of business to identify onboarding requirements. Lines of business include (but not limited to) Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and Technology
  • Design comprehensive operating models to support new strategic offerings, leveraging existing systems and capabilities across the Firm
  • Coordinate and manage onboarding efforts across all aspects, including identifying areas of focus, risks, and appropriate timelines
  • Develop overall project plan, key milestones, and servicing requirements, depending upon the size and complexity of the effort
  • Develop effective communication plans including management reporting, tracking, and presentations to senior management
  • Facilitate best practice process management with various operational and administrative areas of the organization, including identification of efficiencies and process improvements
  • Lead a team of individuals across various business and support and control channels responsible for onboarding coordination and execution
  • Ensure accounts are opened in a timely manner, both internally and externally with service providers
  • Periodically facilitate project efforts which impact the Onboarding function, including coordinating, tracking and managing the overall effort

Company Stage

N/A

Total Funding

$11.1B

Headquarters

New York City, New York

Founded

1939

Simplify Jobs

Simplify's Take

What believers are saying

  • Rising interest in private credit markets offers expansion opportunities for Neuberger Berman.
  • Personalized investment solutions trend allows for customized portfolios meeting individual client needs.
  • Strategic hires like Paul Grainger enhance Neuberger Berman's fixed income capabilities.

What critics are saying

  • Increased competition from Veeam in data security could impact market position.
  • CoreWeave's $650M investment may intensify competition in cloud platforms.
  • Strategic shifts in new markets may pose operational risks for Neuberger Berman.

What makes Neuberger Berman unique

  • Neuberger Berman's focus on ESG investing aligns with growing sustainable investment demand.
  • The firm leverages AI-driven strategies to enhance portfolio management and client offerings.
  • Neuberger Berman's thematic funds cater to popular sectors like technology and healthcare.

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