Strategic Onboarding Solutions Specialist

4 weeks ago

London, Greater London, United Kingdom Neuberger Berman Full time

Company Overview:

Neuberger Berman is a leading investment management firm that takes a long-term approach to investing. The company has a strong presence in the global markets and is committed to providing innovative investment solutions to its clients.

Salary:

The estimated salary for this position is $120,000 - $150,000 per year, depending on experience and qualifications.

Job Description:

The Strategic Onboarding Solutions Specialist will be responsible for managing the implementation of new products, institutional client mandates, portfolio management teams, and strategic offerings. This includes identifying requirements, designing solutions, and coordinating across multiple departments to ensure timely completion of project tasks.

Primary Responsibilities:

  • Work closely with various lines of business to identify onboarding requirements, including 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.

Required Skills and Qualifications:

  • 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.

Benefits:

Neuberger Berman offers a comprehensive benefits package, including health insurance, retirement plan, and paid time off.

Others:

The company is an equal opportunity/affirmative action employer and does 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.

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