Senior Analyst - Neuberger Wealth Operations

Neuberger Berman; New York (NY); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement contributions

Life insurance

Job summary

Neuberger Berman in New York seeks a member for their Wealth Operations team to support account opening and maintenance processes. Responsibilities include reconciling daily breaks and actioning account maintenance requests.

Ideal candidates will have a Bachelor's degree and 1–3 years of experience in the securities industry, along with strong Excel skills. The salary range is $65,000 to $80,000, complemented by a discretionary bonus and benefits.

Qualifications

• 1–3 years’ experience in the securities industry.
• Experience in Broker Dealer/Advisor Operations.
• Applicants must be authorized to work in the US.

Responsibilities

• Reconcile daily breaks between Neuberger and custodian.
• Household account closures and balances.
• Daily tax certification.
• Review document‑driven requests via in‑house workflow tool.
• Action account maintenance requests.

Skills

Strong working knowledge of Excel

Excellent written and verbal communication skills

Strong attention to detail

Ability to multi-task

Education

Bachelor’s degree, B.S. or B.A.

Job description

Position Overview

The Neuberger Wealth Operations team supports our Wealth Management business, focusing on account opening and maintenance, and document‑driven workflows. The team provides high‑level client service to the Wealth Management and Client Service teams it supports, working in a team‑oriented, high‑volume, demanding environment.

Primary Responsibilities

• Reconcile daily breaks between Neuberger and custodian
• Household account closures and balances
• Daily tax certification
• Tax methodology breaks
• Review and disposition of document‑driven requests via in‑house workflow tool
• Action account maintenance requests
• Third Party Data Feed review and setup

Qualifications

• Bachelor’s degree, B.S. or B.A.
• 1–3 years’ experience in the securities industry, Broker Dealer/Advisor Operations and/or Client Service Account Opening/Maintenance workflow experience
• Strong working knowledge of Excel
• Excellent written and verbal communication skills and a professional manner, capable of working closely with Client Administrators, Wealth Managers, peers, and clearing/custody providers
• Strong attention to detail and ability to work in a demanding high‑volume atmosphere
• Self‑starter who can multi‑task
• Applicants must be authorized and have the right to work in the country where the role is located without current or future sponsorship

Compensation

The salary range for this role is $65,000–$80,000. This range may be modified in the future and is the lowest to highest salary we in good faith believe we would pay for this role at the time of posting. A discretionary bonus, along with base salary and retirement contributions, is part of the total comprehensive package.

Benefits

Paid time off, medical/dental/vision insurance, retirement, life insurance, and other benefits to eligible employees.

Equal Employment Opportunity

Neuberger 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.