Client Data Management Lead

Neuberger Berman•New York, NY

2d•$150,000 - $200,000•Hybrid

About The Position

Our New York office is looking for an experienced data management professional to lead our North America Client Data Management team, reporting to the Head of Client Data Strategy. This role is responsible for managing Neuberger’s client data platform and ensuring our client, transaction and asset datasets are reliable, governed, and readily accessible so that they can be leveraged as strategic assets. Client data is a critical enabler for our Client Coverage teams to provide an exceptional experience for our existing and future clients and allows our analytics team to create unique insights into client relationships. Additionally, client data is a critical driver of our Marketing, Finance and Compensation Technology platforms. This role leads the execution of a multi-year client data roadmap for North America, including data architecture, governance, operations, acquisition, quality, and reporting. A critical success factor will be building trusted partnerships with other functions across the organization, including Client Coverage, Analytics, CRM, Operations, Technology, and Finance teams.

Requirements

Bachelor’s degree in Technology or related field of study
10+ years’ progressive industry experience in asset management data
Experience leading and motivating teams of data professionals
Solid understanding of various investment vehicles such as Mutual Funds, ETFs, UCITS, QIFs, SMAs and Alternatives
Ability to understand and shape client data needs and how those needs relate to broader strategy
Strong analytical and data modeling skills: Proficiency in SQL, Alteryx and Tableau or comparable tools; experience with Python and R would be helpful
Ability to decompose complex data problems into manageable components that can be understood by different audiences – technical and business - at various levels within the firm
Strong oral and written communication skills with ability to explain technical issues to non-technical business teams
Team player with strong work ethic and focus on meeting deadlines & objectives
Ability to work independently and demonstrate critical thinking
Excellent time management, organizational skills, and attention to detail

Nice To Haves

experience with Python and R would be helpful

Responsibilities

Proactively engage with Client Coverage, Business Analytics, CRM, Finance, and Operations teams to understand their business needs, gather requirements, and liaise within the firm to define and prioritize the components of client data platform
Lead a team of data management professionals, coaching and motivating while providing clear accountabilities and objectives that align to Neuberger’s client data strategy
Lead the design of client data platform architecture, including the integration of multiple data sources to provide a comprehensive 360 view into Neuberger’s clients, supporting enterprise growth strategy
Evaluate new data sources, ingest, consolidate and deliver those data sources into the client data platform in an efficient manner that ultimately adds business value downstream
Own the maintenance and updates for Neuberger’s client data hierarchy to support existing and future business needs
Work closely with multiple business areas to understand the data attributes of Neuberger’s products and how they interrelate to transaction and asset datasets
Establish and enhance operational procedures and data governance frameworks to improve the quality and accessibility of client data for business areas that rely on high quality client data to drive their business
Collaborate with and work in close partnership with the broader Client Data Strategy and Technology teams to ensure BAU activities and projects are executed efficiently and deliver to stated business outcomes
Manage vendor relationships with key data vendors, ensuring that both the breadth and quality of data received meets Neuberger’s business needs
Provide thought leadership through the proper implementation of processes and tools that align with Neuberger’s strategic objectives