Client Analyst - Na Intermediary

Neuberger Berman Group

Base: $75,000-$90,000; bonus/equity: discretionary...
Hybrid
Salesforce data management
Tableau dashboard creation
Ai-assisted workflow development
The role involves leveraging internal data infrastructure like Salesforce and Tableau to generate actionable insights for the Head of Intermediary Business

Job Summary

  • The role involves leveraging internal data infrastructure like Salesforce and Tableau to generate actionable insights for the Head of Intermediary Business.
  • Candidates will serve as a primary owner of regular business reporting cadences, synthesizing complex data into clear narratives for board-level stakeholders.
  • The position requires identifying manual workflows and applying AI-assisted solutions to improve speed and accuracy across sales and operations functions.

Matching Summary

The role involves leveraging internal data infrastructure like Salesforce and Tableau to generate actionable insights for the Head of Intermediary Business.

Salary

Base: $75,000-$90,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Comprehensive package including PTO, medical/dental/vision, retirement, life insurance

Skills & Requirements

Must-have

  • Salesforce data management
  • Tableau dashboard creation
  • AI-assisted workflow development
  • Executive board reporting
  • Financial services operations

Nice-to-have

  • Strong interpersonal communication skills
  • Proactive resourceful team player
  • Eagerness to learn emerging AI tools
  • Ability to synthesize complex data narratives
  • Experience in wealth management distribution

Key Requirements

  • 1-3 years experience in asset management or wealth management
  • Bachelor's degree in Finance, Economics, or related field
  • Series 7 and 63/65 (or 66) license required or obtainable
  • Authorized to work in the US without sponsorship

Work Rights

Must be authorized to work in the United States

Tailored Resume

Cover Letter