Private Wealth Compensation Analyst

Neuberger Berman is seeking a sharp, high‑performing Analyst to join our Private Wealth Production Compensation team within Finance. This role is ideal for someone who thrives in fast‑paced, high-accountability environments and brings both strong analytical discipline and a process‑improvement mindset. You’ll support day‑to‑day compensation operations while helping modernize how we deliver insights and scale our workflows.

Key Responsibilities:

Compensation Processing & Operational Excellence

• Assist with the monthly compensation calculations for Wealth Advisors and Money Managers.

• Prepare, reconcile, and validate data sets that feed compensation models.

• Coordinate the production and distribution of monthly compensation statements and reporting.

Data Integrity, Analysis & Issue Resolution

• Perform data checks, reconciliations, and variance analyses to ensure outputs are accurate and explainable

• Investigate anomalies and document findings clearly, escalating issues as needed

• Maintain clear, organized audit trails across all monthly cycles

Reporting, Insights & Communication

• Produce recurring and ad‑hoc reporting for senior Finance and Private Wealth leadership

• Draft clear, well‑structured explanations and supporting materials for Advisor, Money Manager, and internal partner questions

• Translate compensation data into insights that improve understanding and decision‑making

Process, Controls & Continuous Improvement

• Follow standardized controls and checklists to ensure consistent monthly execution

• Maintain and enhance process documentation and SOPs

• Identify and implement opportunities to streamline, automate, or modernize workflows—leveraging technology wherever possible

Cross‑Functional Collaboration & Testing

• Partner with Finance, Payroll, HCM, Private Wealth Administration, and Technology to resolve data or process challenges

• Assist in system testing and validation when compensation plans, data sources, or tools change

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field

• 2–4 years of experience in accounting, reporting, or analytical roles

• Strong Excel skills and comfort working with large datasets

• Experience with compensation/commissions a plus; asset management preferred

• Exceptional attention to detail, clear communication skills, and an ownership mindset

• Ability to multitask and manage tight deadlines in a fast‑moving environment

• Tech‑forward mindset with an affinity for using AI and automation to improve processes and accuracy, and generate insights

• Highly organized and collaborative, comfortable operating in a small, focused team

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LI-Hybrid

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.

Compensation Details

The salary range for this role is $75,000-$95,000. 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 Berman 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 [email protected].

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