Neuberger Berman · 1 day ago
Vice President, Private Wealth Revenue & Advisor Compensation Lead
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $180K/yr
8+ years expNeuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business. This high-impact role requires a professional who can balance operational excellence while proactively enhancing solutions to drive efficiency and support business growth.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Oversee all aspects of the client billing lifecycle, ensuring accurate and timely calculations, collections, and invoicing
Direct quarterly Investment Advisory fee billing, including complex exception reporting and root-cause resolution, driving continuous process improvement
Monitor and optimize receivables management, payment application, and reconciliation with third-party custodians to maximize collections and resolve outstanding items swiftly
Collaborate with the Controller team for month-end general ledger close, ensuring accurate reconciliation of revenue and balance sheet accounts
Partner with Private Wealth leadership team to design and implement new pricing structures
Lead all ad-hoc reporting and project-related requests, and special analyses to identify actionable insights for senior management
Oversee the monthly compensation process for Private Wealth production-based teams, ensuring precision and operational excellence
Supervise the close of compensation expenses, perform in-depth P&L variance reviews, and reconcile balance sheet accounts
Partner with Private Wealth leadership team to design and implement new compensation frameworks
Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs
Champion the adoption of advanced analytics, AI, and automation to drive transformative change and elevate operational performance
Lead the design, testing, and implementation of technology solutions and automation projects, partnering closely with Data Analytics and Solutions Lead
Document, communicate, and roll out new processes and enhancements, ensuring seamless adoption and user engagement
Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations to implement billing and compensation plans and resolve issues
Effectively articulate complex concepts to diverse audiences, fostering understanding and alignment
Promote a collaborative, innovative, and continuous improvement mindset within the team and across the organization
Qualification
Required
Bachelor's degree in finance, Accounting, Business Administration, or a related field
8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset management
Demonstrated experience leading change management and process innovation initiatives
Proven ability to lead and inspire multiple teams toward a shared strategic vision
Advanced proficiency in Microsoft Excel and PowerPoint
Exceptional communication, organizational, and problem-solving skills
Ability to thrive in a fast-paced, deadline-driven environment while juggling multiple priorities
Preferred
Experience in private wealth, asset management, or investment advisory industry
Hands-on experience with commission-based compensation and financial systems/software
Experience with AI, machine learning, or advanced analytics tools for automation and process improvement
Knowledge of SAP is a plus
Strategic, creative, and collaborative problem-solving abilities
Proven ability to learn and communicate complex processes quickly and effectively
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
H1B Sponsorship
Neuberger Berman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (36)
2023 (27)
2022 (26)
2021 (24)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
Recent News
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