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
  • Ability to work under pressure in a deadline driven environment, with ability to adjust to changing priorities
  • Well organized, with strong attention to detail
  • Ability to critically analyze information and make sound judgments and recommendations.
  • Ability to promote change across the Firm, be a ‘change agent’
  • Must be able to create and maintain project plans, monitor open issues, and drive to resolution
  • Professional team player; ability to work with a variety of personalities
  • Excellent verbal and written communication skills
  • Self-starter and motivated
  • 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

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The appointment of industry veterans like Jeff Blazek could enhance Neuberger Berman's multi-asset strategy capabilities, potentially leading to superior investment performance.
  • Neuberger Berman's active involvement in municipal and real estate securities funds offers employees exposure to diverse investment strategies and potential growth opportunities.
  • The firm's expansion into Southeast Asia with the appointment of Simon Cheung indicates potential for growth in emerging markets, offering employees international exposure.

What critics are saying

  • The competitive nature of the investment management industry could pressure Neuberger Berman to continuously innovate to maintain its market position.
  • The reliance on key personnel, such as newly appointed executives, may pose risks if these individuals do not meet performance expectations.

What makes Neuberger Berman unique

  • Neuberger Berman's employee-owned structure provides a unique alignment of interests between the firm and its clients, unlike many publicly traded competitors.
  • The firm's focus on multi-asset strategies and municipal funds, as evidenced by recent appointments and fund announcements, sets it apart in the investment management landscape.
  • Neuberger Berman's strategic appointments, such as Jeff Blazek and Simon Cheung, highlight its commitment to expanding expertise in multi-asset strategies and family office coverage.

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