SMA, Data Management Specialist

Intermediary Client Service Team Member

The Intermediary Client Service Team supports our firms bespoke Separately Managed Account (SMA) business. The team serves as the main administrative contacts between our firm and key financial intermediary partners. The team supports various external separate account distribution channels across sub-advisory, dual contract, and direct client engagements.

In this role you will own data oversight and executive metric delivery, anchoring data governance and operational enablement for the SMA business. Partnering with Portfolio Management, Legal / Compliance, Technology, Sales, RFPs, and Performance, you will align siloed processes, define departmental procedures, and implement continuous improvements that enhance model delivery, manager-traded account oversight, and business scalability.

Responsibilities :

• Partner with Intermediary Sales (National Accounts, Broker Dealer, and RIA channel) to achieve strategic firm objectives
• Manage relationships with individual Financial Advisors and Financial Advisory Teams
• Liaison with Portfolio Managers and Portfolio Management teams to ensure strategic objectives across various distribution channels are achieved
• Partner with the PM Team Traders, Compliance, Middle Office, Reconciliation, RFP Team, to facilitate client requests.
• Ensure internal policies and procedures are in line with sponsor firm guidelines
• Crucial member of the team tasked with onboarding new Intermediary relationships from contracting to implementation
• Responsible for review all new Sub-Advisory IMAs with firm legal
• Provide oversight of the teams execution of cash flow management and administrative changes
• Involvement in the launch of new products across the various Intermediary platforms
• Responsible for providing key metrics to senior management
• Help manage the Intermediary billing process
• Define and help establish departmental procedures

Qualifications :

The salary range for this role is $115,000-$140,000. 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, 401(k), life insurance and other benefits to eligible employees.

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 onlineaccommodations@nb.com.