Account Data Manager

Neuberger Berman•New York, NY

10d•$130,000 - $165,000•Hybrid

About The Position

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.

Requirements

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.

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