Manning & Napier Jobs

As a Wealth Management Assistant you will support the Wealth Managment and/or Asset Management Services Team. The Wealth Management Assistant will demonstrate the ability to escalate issues as appropriate and work in tandem with the appropriate Wealth Management Consultant/Advisor Consultant/Relationship Manager and Service team towards achieving fulfillment of client, prospect, and consultant related requests. You will report to the Administrative Services Supervisor. Responsibilities Manage and organize calendars, schedule onsite & virtual meetings, along with management of Team email boxes Handle correspondence, including email, USPS mail, overnight mail, ensuring prompt responses on behalf of Financial Consultants/Relationship Managers Coordination of courier and overnight delivery of packages Coordinate travel, itineraries, and responsible for expense management for Financial Consultants Facilitate onboarding process for clients within Client Web Portal Maintain office supplies, Marketing Materials, Business Card ordering and more in support of Service Team Responsible for monitoring state registration process for Financial Consulatants, ensuringthey adhere to Compliance requirements Support collaboration with team members & acrossvarious departments to problem solve & improve processes Handle confidential information with discretion, adapts to shifting priorities, and seeks opportunities to offer solutions Track deadlines on projects to ensure deliverables align with company objectives Provide back-up coverage for other Administrative Assistants during vacation and sick periods Attend Client Receptions in respective Financial Consultants territories Manage and facilitate yearly holiday card & holiday gifting for Financial Consultants clients' Assist with special projects that support the office as needed and assigned Other duties as assigned CRM Responsibilities Manage CRM data: Enter, edit, and monitor client and prospect information in Salesforce and related databases. Coordinate and execute large, firm-wide hard-copy and electronic mass mailings Preparation of client, prospect, and COI lists for Financial Consultants and Service Teams as it relates to client receptions, team events and more Data integrity as it pertains to address change information for clients, PFA's and Broker Dealers, as well as clean-up & special projects Qualifications Education & Experience- Associate/Bachelors preferred; minimum of 2 years' experience in an Administrative Assistant role Exposure to/or experience with Salesforce database or similar CRM is a plus In-depth knowledge of Microsoft Word, Excel and PowerPoint Experience working in the financial or banking industry is a plus Excellent organizational and time management skills Strong written and interpersonal communication skills Ability to prioritize and complete multiple assignments in an accurate and timely manner Willingness to learn and adapt to firm needs Ability to follow the Firm's Hybrid Policy (4 days in the office, 1 day Work from home) Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: Expected hourly rate between $22 - $28.25 per hour

As one of two Research Assistants, you will be responsible for assisting with the processing and maintenance of records and files regarding stock purchases and sales. You will also work with the Associate Director of Research Policies and Support and the Head of Core Equities with various data gathering and analysis efforts. You will have the opportunity to work on additional projects with the equity analysts and Head of Core Equities, once you have mastered the Administrative aspects of the position. Responsibilities Review/approval of models WIP list maintenance OFAC/Compliance checks of new stocks Daily and Weekly Performance Reports Buy recommendation/Core Team meeting note taking Distribution of Notes from Research Maintenance of Core Team stock scores Combining and analyzing data from various sources for the Head of Core Equities and Core Team, to assist in review of ideas and investment decision-making. Providing models and other information required for audits Various ad-hoc projects as you advance in your knowledge and skills Career Path Manning & Napier Advisors provides an environment where performance is rewarded and recognized. This role is positioned so that you would be eligible to apply for other positions as they are available and would be eligible to begin taking CFA exams while in this position. Qualifications Bachelor's degree with a concentration in Finance/Economics or related field Excellent communication, presentation, and analytical skills Proficiency in Microsoft Excel and Word software programs, Power BI a plus Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: Expected hourly rate between $24-$27 per hour

The City of Ithaca is seeking an experienced and strategic leader to serve as the Superintendent of Public Works. The Superintendent of Public Works leads the planning, design, construction, and maintenance of municipal infrastructure. This leadership role ensures compliance with fiscal, sustainability, and equity goals while managing public works operations, including streets, water, sewer, drainage, flood control, waste management, and city facilities. Department Breakdown: 3 Divisions, ~ 150 staff, ~$25m budget

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clients. Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions. Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of our existing clients. Managerial/Supervisory Responsibilities: None. Education and Experience Required: Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management strategies Education and Experience Preferred: Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $159,570.18 - $265,950.31 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:

The Town of Clay, New York (est. pop. 60,000) is a bustling high growth community located in Onondaga County, the core of the Syracuse Metropolitan Statistical Area. Clay is the most populous suburb of Syracuse and the largest town in the county and is home to a diverse economy spanning small family-owned businesses, national retail chains, and a wide range of service-sector and manufacturing operations. Businesses looking to establish or expand in Clay benefit from a pro-business environment supported by a skilled and educated workforce, strategic commercial and industrial zoning, modern infrastructure, and a strong consumer base. The Town stands at the threshold of transformative growth, driven by Micron's $100 billion semiconductor manufacturing facility. The Commissioner of Planning and Development will play a pivotal role in shaping this future, guiding the town through unprecedented expansion while ensuring sustainable and responsible growth, enhanced quality of life, and a thriving economic landscape. This position requires a master's degree in municipal planning, land development, engineering, architecture, or a related field, along with a minimum of five (5) years of senior leadership experience in planning, zoning, or community development. Knowledge and experience with planning and development laws in the state of New York is highly desired but not required. Additionally, candidates must possess New York State Code Enforcement certification or the ability to obtain it within six months of hire. The starting salary range for this position will be $100,000 - $144,000 commensurate with experience. The Town of Clay offers a competitive benefits package including health, dental, vision, and life insurance, participation in the NYS Retirement System, and paid leave. Residency is not required but strongly encouraged for this position. Qualified candidates are asked to submit a cover letter and resume at: ************************************************************************ This position is open until filled; however, applicants are strongly encouraged to apply by Thursday, April 3, 2025. This announcement will remain posted, and we will continue to accept applications until the Town of Clay extends an offer to one finalist. For more information, please email ************************ or call ************. The Town of Clay is an equal opportunity employer and is committed to fostering a diverse and inclusive workforce.

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Bridgewater's unique success is the direct result of our unique way of being. We want an idea meritocracy in which meaningful work and meaningful relationships are pursued through radical truth and radical transparency. We require people to be extremely open, air disagreements, test each other's logic, and view discovering mistakes and weaknesses as a good thing that leads to improvement and innovation. It is by continually striving together for the highest levels of truth and excellence that we create meaningful work and meaningful relationships. Within this culture, Diversity and Inclusion is a top priority because it is essential to finding the best talent in the world, enabling our idea meritocracy, and creating an environment where all types of people can thrive. We have a full-time team as well as affinity networks that work on these issues - If you would like to learn more, please let your Bridgewater recruiter know. Explore more information about Bridgewater's culture on our website here. About Bridgewater's Alpha Engine Our core mission as an organization is to understand the fundamental drivers of markets and turn that understanding into high-quality portfolios and investment advice for our clients. We do this in three critical ways: by being fundamental, systematic, and diversified. We seek to understand the economy in a fundamental way, uncovering the timeless and universal cause-and-effect linkages that drive global markets. That understanding is implemented systematically and converted into explicit rules that can be rigorously stress-tested. Finally, we create highly diversified portfolios that are not dependent on any one source of return and can survive a wide range of economic environments. About Your Role Client Investment Research Analysts sit within the Alpha Engine Strategist Organization and act as the primary support to Bridgewater's Strategists, a small group of senior investors appointed by Bridgewater's co-CIOs to partner directly with our clients on their most important investment priorities. Strategists also generate independent research, perceptions, and views that advance Bridgewater's understanding of economies, markets, and portfolio construction. From this unique position, Client Investment Research Analysts have a cross-cutting view into Bridgewater's thinking across a wide range of investment topics and subsequently play a vital role in shaping our investment partnership with clients as well as Bridgewater's broader ideas ecosystem. The day-to-day work for a Client Investment Research Analyst involves collaborating with Strategists, Client Advisors, asset class teams, and our CIOs to define approaches on how to handle different client-focused research projects and execute on them through research, analysis, and project management, culminating in novel investment insight that informs our clients' thinking. Analysts also advance Bridgewater's investment synthesis through contributions to our Daily Observations , helping shape the macroeconomic outlook we share with our clients, and writing internal research pieces. Bridgewater's approach to client service requires our Analysts to continually expand their understanding and knowledge of the markets. Through formal training and informal on-the-job instruction, Analysts become well-versed in our macroeconomic thinking, our approach to managing money, our different strategies, and Bridgewater's book of business. In this role, you will drive the following responsibilities: Develop a strong understanding of Bridgewater's investment strategies and philosophy, portfolio construction concepts, the fundamental macroeconomic drivers of global economic and financial markets, as well as Bridgewater's book of business and commercial strategy. Collaborate closely with Strategists as well as other research and investment professionals to develop the best approach to addressing clients' investment questions. This covers a range of areas including but not limited to our outlook on markets, our thinking on portfolio construction, and Bridgewater's investment process and strategies. Advance Bridgewater's broader understanding of markets by supporting strategists in generating independent perceptions, market views, and synthesizing investment themes. Apply analytical skills, market knowledge, and an understanding of Bridgewater's investment methodology to create insights to help shape clients' investment thinking. Provide direct support to Strategists in preparing for meetings on a full range of investment topics. Work creatively with existing methodologies and tools to identify and solve problems in how we serve clients by simultaneously contributing to the creation of new tools, models, and or “machines” to automate and streamline our processes. A successful candidate will: Display a deep curiosity and drive to understand complex systems, like markets and economies, with the humility to focus more on what is true than being right. Thrive in an intellectually rigorous environment where truthful and transparent communication ensures that the best ideas win out. Be able to crisply communicate investment concepts and strategies in writing and data visualizations. Be energized by and capable of navigating an intense, fast-paced environment with competing priorities. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements The Client Investment Research Analyst does not require deep experience in asset management, though preferred candidates will have prior experience within a related and similarly fast-paced professional services environment. We are looking for intellectually curious, energetic individuals who can learn quickly and are aggressive problem-solvers. Candidates should meet the following criteria. Minimum Qualifications Bachelors or Masters degree with a strong academic and extracurricular track record At least 2+ years of professional experience Interest for and understanding of markets and investing Ability to solve complex problems through analysis Aptitude for creative quantitative work involving financial and economic data Strong work ethic and demonstrated ability to achieve results and drive projects to completion; strong attention to detail Aptitude for remaining composed and confident under pressure. In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Physical Requirements The anticipated onsite requirement for this role is four days per week at our New York City campus. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. You will grow with us by: Participating in formal and informal on the job training Developing a holistic understanding of portfolios and portfolio management principles Becoming well-versed in our investment approach, process, strategies and book of business Compensation Band The wage range for this role is $130,000 - $260,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

In a nutshell we are looking for people who have: Passion and knack for building data models and algorithmic systems that solve complex investment problems. Deep interest in markets, finance, and investing. Great analytical mind. Desire to work with the best people in a highly entrepreneurial and collaborative environment. What does Bridgewater do? Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. What is Investment Engineering? As an Investment Engineer, your mission is to understand how the world's markets and economies work and codify this understanding. You will spend your time designing and building the algorithms which are used to generate Bridgewater's views on markets, translate those views into portfolios, and trade those portfolios. Every piece of investment logic is owned by an Engineer who: Is an expert in their investment domain and can hold the whole model of the investment system in their head. Designs systems that beautifully express and run our investment logic and evolves with our investment understanding. Runs and develops a team of engineers to build and maintain the investment system. We also shape how Bridgewater does investment research: we deeply understand how exploration is done and evolve the methods and tools to more rapidly develop breakthrough insights. What is the Investment Engineering Ethos? We are an Engineering owned and led organization which strives to balance fierce independence with incredible community support in an environment that is intellectually vibrant and driven to make a mark on the world as a collaborative force. Our core values: Honesty, transparency, directness, personal accountability, driven by doing what's right for the organization. Holding a very high bar for each other, everything we do, and everything we build. Actively engaging in shaping our environment and how we do things. You create the culture again every day you come into the office - it must be highly dynamic and owned by all of us. Autonomy and self-motivation: we are here to enable and develop (not manage) great people who share our way of being and passion for working on important problems that have big impact. Explore more information about Bridgewater's culture on our website here. What is the opportunity for summer intern hires? We are looking for undergraduate and graduate students who have a high affinity for building well-engineered solutions to complex problems pertaining to economics, markets, portfolio management and trading. Summer interns will work on a challenging investment engineering project throughout the course of their internship with the potential to have real impact in our investment process and to shape how we do work. Interns will also participate in a summer-long Investment Engineering class which will give each participant a well-rounded experience that covers the gamut of the problems we face, and the thinking required to solve them. Top summer interns will receive full time offers to join the team following the successful completion of their degree. Compensation Band: Total compensation for this position is $41,000 for the 8-week internship (less applicable deductions and withholdings), including a sign on bonus. In addition, our compensation package includes housing. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Bridgewater Associates, LP is an Equal Opportunity Employer. **** The investment engineer intern position requires the candidate is eligible to work in the United States for a minimum of 3 years from the candidate's start date. H-1B visa sponsorship and support for post-graduation optional practical training is available only to candidates with a degree in the science, technology, engineering and mathematics (STEM) fields.

About Neuberger Berman: At Neuberger Berman, we are motivated to deliver compelling investment results for our clients using the lens of their long-term financial well-being. As a private, independent, and 100% employee-owned investment manager, our firm enjoys unique, structural alignment with the long-term interests of our clients, who range from high-net worth individuals to pension funds to institutional investors. To deliver on our commitment to excellence for our clients, our group of over 750 investment professionals and approximately 2,861 employees in total collaborate from offices in 39 cities worldwide to support our global platform with equity, fixed income, private equity and hedge fund strategies. Business Overview: Headquartered in New York with international offices in Hong Kong and Tokyo, our Global Equity Research group provides in-depth sector and macro expertise to identify investment recommendations and emerging industry trends for a range of portfolios and equity products. Through Global Research Strategies, the Global Equity Research group also manages assets in-house to propel thematic portfolios addressing cutting-edge investable concepts like 5G and Autonomous Vehicles. To accomplish our shared goals, our team employs deep, fundamental research on hundreds of companies; leverages analysts' strong relationships with management teams; conducts primary research and field work to substantiate our investment theses; and, liases with our colleagues who invest across the capital structure to develop a fuller picture of our investment recommendations. Our Research Analysts also work in close partnership with our Data Science team, where our in-house engineers distill and discern unique datasets to corroborate our fundamental work. As an active manager, Neuberger Berman believes that engaging with issuers on financially material topics can improve their performance and reduce their risk profile. We believe that engagement is the responsibility of each investment team as part of their ongoing dialogue with management. Our Stewardship and Sustainable Investing Group supports the Global Equity Research Team on these efforts with top-down expertise. Primary Responsibilities: The Research Analyst will be a valuable partner to our Global Research team in idea generation, conducting due diligence on potential investments, and monitoring current positions across the healthcare services space. The position presents an opportunity to work across the healthcare services industry, in a collegial and fast-paced environment. The Research Analyst will have regular communication with management teams, industry experts, sell-side analysts and portfolio management teams; primary research via channel checks, field research, surveys, or other methods; and ESG and Data Science integration supported by those respective teams. Neuberger Berman prides itself on a culture that rewards rigorous analysis, challenging dialogue, and professional and personal respect through robust opportunities for internal advancement. High-performing Research Analysts can progress to portfolio management within Research or on one of the portfolio management teams, depending on interest and suitability. Experience & Skills Qualifications: Strong academic credentials Minimum of 5 years of investment banking, sell-side or buy-side research experience in healthcare services preferred Passion for investing and the markets Highly organized with ability to manage multiple projects and multi-task while maintaining attention to detail and follow-through Proficient to advanced skills with Microsoft Office, especially Excel Strong analytical and presentation skills. Excellent verbal and written communication skills Capable of working independently and as part of a team Hard-working, motivated, enthusiastic, and personable with strong communication skills Must be able to provide strong personal and professional references Curious and intellectually honest with strong commercial instinct and demonstrated interest in equity markets Enjoys collaborative projects and being part of a team Compensation Details The salary range for this role is $150,000-$250,000. 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 New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. 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.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity/affirmative action 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. Learn about the Applicant Privacy Notice.

As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset managers. Wilmington is responsible for tracking and maintaining all daily activity including the collection of payments and investor waterfall distributions. Additionally, the team monitors and reports on various portfolio compliance requirements related to the underlying portfolio asset attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who are interested in a fast-paced environment with career advancement opportunities should apply. Primary Responsibilities: Continuous reassessment and evaluation of processes is engrained in the team's DNA. We take a collaborative approach to identifying, assessing, developing, and implementing solutions across the platform. Additionally, we anticipate special projects and initiatives to be a regular occurrence for team members to participate in. You'll gain experience by: Responsible for acting as single point of contact for key client relationships Collaborate with operations and analytics teams to meet client objectives and deliverables Collaborate with Business Development/Sales to secure new client mandates Ability to interpret CLO indentures, credit agreements and various other structured finance documentation Responsible for managing client onboarding including account opening process, KYC procedures and documentation review Ability to calculate and verify compliance testing and waterfall calculations Perform and interpret hypothetical trade testing Perform monthly and quarterly reconciliations for required reporting including CLOs, SMAs and Borrowing Base Facilities Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved Exposure across entire lifecycle of servicing loan clients including account setup, KYC procedures, global asset setup & maintenance, notice processing, warehouse reporting, CLO / Compliance Reporting & waterfall payments Understanding and adhering to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promoting an environment that supports diversity and reflects the M&T Bank brand. Maintaining M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Completing other related duties as assigned. HOW YOU CAN GROW YOUR CAREER: Our team employs extensive cross-training in order to provide employees with a comprehensive view of all aspects of servicing our clients. This position will provide the opportunity to learn various roles, processes & procedures to meet client expectations. Defining and building individualized career pathing for our staff including leadership, project related, client relationship, operations and analytics roles. Education and Experience Required: Combined minimum of 3 years higher education and/or work experience Advanced Microsoft Office Skills Strong analytical and problem-solving skills Excellent written and verbal communication skills for both an internal and external audience Ability to thrive in an entrepreneurial, fast-paced growth environment Ability to work independently and collaboratively across the organization Education and Experience Preferred: Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 5 years' relevant work experience with direct client contact Exceptional organizational skills with an attention to detail Excellent interpersonal and analytical skills with a strong balance of qualitative and quantitative skills Demonstrated ability to work as part of a team, as well as contribute on an individual basis Familiarity with various loan products - Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, Business Development Companies Professional work experience at CLO Trustee, Loan Agent/Bank, Middle Office Provider or CLO Manager System / Application experience - Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, LoanIQ At M&T Bank, we make a difference in people's lives. For more than 160 years, we've been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers. Our talent and culture set us apart. Our core values drive the work we do - integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T's Human Capital Report to learn how it feels to be one of our 17,000+ employees. We are constantly renewing. Our future success relies on our ability to understand what's important to our customers and use that understanding to build new and innovative customer experiences. We support our employees every step of the way. Competitive compensation Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO 401(k) match at 5% with options for Roth and discretionary employer contributions A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts Position may be based anywhere throughout the U.S. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $96,572.54 - $160,954.23 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationNew York, New York, United States of America

Summer Interns complete a 10 week internship centered around professional development, career growth and building the necessary skills to succeed. Summer Interns participate in projects and department initiatives that accelerate career growth and play an important role in building the future of the Bank. As an Intern, you will gain exposure to other departments through guest speakers and industry leaders and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. Department Description: The Document Custodian department is located in Buffalo, NY, and supports the Institutional Client Services (ICS) with a focus on Global Capital Markets (GCM), specifically Capital Markets Structured Finance. The team performs a variety of functions including safekeeping, independent verification, and certification of both physical and electronic loan documents as defined by custody or Government Sponsored Enterprise (GSE) agreements. Wilmington Trust, N.A. is an approved Document custodian for Ginnie Mae, Fannie Mae and Freddie Mac mortgages.” The Document Custodian department is located in Buffalo, NY, and supports the Institutional Client Services (ICS) with a focus on Global Capital Markets (GCM), specifically Capital Markets Structured Finance. The team performs a variety of functions including safekeeping, independent verification, and certification of both physical and electronic loan documents as defined by custody or Government Sponsored Enterprise (GSE) agreements. Wilmington Trust, N.A. is an approved Document custodian for Ginnie Mae, Fannie Mae and Freddie Mac mortgages. The Document Custody team is growing and has recently expanded into a third vault space in 2024. In 2025, we will be leveraging new inventory technology to optimize file storage and future space planning. We are looking for interns that enjoy strategy and analytical thinking, with a career interest in project and/or operations management. Primary Responsibilities: Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. Ensure activities adhere to established internal policies and external regulations as applicable. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: The jobholder works under immediate supervision. Supervisory/Managerial Responsibilities: Not Applicable Education and Experience Required: Currently pursuing a Bachelor's or Master's degree Minimum Cumulative GPA of 3.0 Work Visa Sponsorship not offered for this role Education and Experience Preferred: Strong written and verbal communication skills Demonstrated computer skills Proven analytical skills Proven critical thinking skills Strong organizational skills Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter.Location:Buffalo, New York, United States of America

Tompkins County is seeking a dynamic and experienced Director of Finance to lead and oversee the County's financial operations. This senior leadership position plays a crucial role in ensuring fiscal responsibility, strategic financial planning, and operational efficiency. As Director of Finance, you will be responsible for managing and directing all aspects of the County's financial functions, including: Accounting & Financial Reporting - Oversee the preparation of financial statements, audits, and reports in compliance with state and federal regulations.. Treasury & Debt Management - Administer the County's investment portfolio, cash flow, and debt financing strategies to maintain financial stability. Policy & Compliance - Ensure adherence to financial policies, governmental regulations, and best practices in public finance. What We're Looking For: * Proven experience in government finance, accounting, or public administration. * Strong leadership and management skills to guide financial teams and collaborate with County officials. * Deep understanding of public sector budgeting, fiscal policy, and financial regulations. * Ability to analyze complex financial data and provide clear, strategic recommendations. * Commitment to transparency, accountability, and ethical financial management. Why Join Tompkins County? Tompkins County offers a collaborative and forward-thinking environment where financial leaders can make a meaningful impact. We are committed to responsible governance, innovation, and enhancing the quality of life for our residents. This is an exciting opportunity to shape the County's financial future and contribute to the well-being of our community. Competitive salary and benefits package Engaged leadership and supportive work environment Opportunity to drive financial excellence in local government Apply Today! Take the next step in your career and help Tompkins County maintain its financial strength and integrity. Visit Personnel | ************************ to apply today!

As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently segmenting and driving advisor/COI engagement while helping to optimize external territory sales coverage and deliver the overall client experience. Responsibilities Partner with Advisor Consultants to maximize overall sales/fundraising efficiency and deliver an excellent client experience Embrace data and field knowledge to optimize and scale territory coverage Support the coverage of territory COIs with a focus on strategic relationship building and increasing brand awareness Partner with home office coverage to prioritize and align NB's initiatives across advisor segments (e.g., PWM, private bank) Scale the allocation of firm resources with a focus on optimizing leverage (specifically specialists and firm leadership, as appropriate) Professionally manage the territory sales pipeline in partnership with Advisor Consultants; partner on client segmentation and lead generation optimization Build FA relationships through follow-ups and a consistent engagement process Primarily engage with clients remotely with the potential for in-territory travel Partner with leadership around marketing and product feedback loops Qualifications Minimum five years' experience in intermediary distribution; for example, FA engagement, home office coverage/support, and/or hybrid or external client coverage Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level Demonstrable leadership capabilities and a self-starter mindset Ability to coordinate client engagement across multiple territories, and help manage relationships across various roles and seniority levels including advisors and COIs Self-motivator and team-oriented CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred Series 7, 63, 24, 65, or 66 (or obtained within 6 months of hire) #LI-JG3 #LI-Hybrid Compensation Details The salary range for this role is $180,000-$195,000. 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 New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. 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.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity/affirmative action 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. Learn about the Applicant Privacy Notice.

Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You will provide support by telephone and email with occasional travel to help foster new and existing relationships in the advisor community. You will develop a long-term career with us, and you will assume full responsibility for development of certain client segments. You will report to the Managing Director of Intermediary Strategy. Responsibilities Share financial markets insights, with an ability to explain complex financial concepts in a simple, repeatable manner Offer specific investment solutions based on client needs and objectives Effectively communicate investment strategies, performance and portfolio positioning Achieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value proposition Provide exceptional proactive service to existing financial advisor relationships Maintain consistent follow up with advisors to improve the sales process and deepen relationships Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory Profile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact history Provide practice management support to advisors to help them strengthen their client relationships and grow their business Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring Qualifications Bachelor's degree Series 6 and 63 or Series 7 required Series 65 or 66 preferred, or completed within first month 1-3+ years experience in financial services field Experience selling or marketing investment products Knowledge of asset management industry Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: $50,000-$60,000 base salary; additional incentive/commission-based compensation expected.

The Counterparty Risk Associate/Manager will play a critical role in supporting Neuberger Berman's Counterparty Risk program and framework, with additional responsibilities related to Third Party Risk Management (TPRM) and the opportunity to gain exposure to other areas of Operational Risk over time. The Key responsibilities of this role include the review and approval of our trading counterparties, maintaining the approved broker list, monitoring counterparty exposures across all asset classes and products, maintaining policies and procedures for risk review, and seizing opportunities to create efficiencies while increasing our capabilities. This is a highly visible role that requires collaboration across the Risk Group and partnership with Portfolio Managers, Research Analysts, Global Technology, Legal & Compliance, Operations and other functional areas. It is expected that you will be able to represent the function in presentations with senior leadership, regulators, and institutional clients during due diligence reviews. Responsibilities: Review and approve new counterparties by performing financial analysis to determine their creditworthiness Monitor counterparties daily using our counterparty dashboard and produce the daily counterparty exposure report Maintain and ensure data accuracy of mappings in the counterparty exposure dashboard, incorporating new counterparties and third parties into ongoing reviews Produce ad hoc reporting on counterparty exposures including OTC derivative reports, registered fund counterparty exposures, private fund exposures, and money market sweep vehicles Perform semi-annual and annual reviews of a broad counterparty universe Maintain all policies and procedures relating to Counterparty Risk Ensure program enhancements are aligned with industry changes, as well as client and regulatory demands Partner with the Trading Documentation (i.e. ISDA) Team on client onboarding and counterparty management requirements Partner with Middle Office and Trading teams on counterparty approvals and queries Participate and contribute to Best Execution reporting / committees Respond to ad hoc RFP, regulatory and audit, and due diligence inquiries Participate in due diligence reviews of counterparties and Third Parties Oversee the risk assessments and tiering of all new Third Parties, ensure ongoing assessments for existing Third Parties Lead the identification of critical third and fourth parties, including counterparties and escalate issues as they arise in the due diligence phase Assess the financial health and creditworthiness of our significant and critical third parties as part of the due diligence program Maintain a watch list for third parties flagged for operational weaknesses, operational events or issues Requirements: Minimum 4 years of direct experience in Counterparty Risk or related experience at another asset management firm, global investment bank, or comparable financial institution Working knowledge of financial statement analysis, particularly financial institutions ; FRM or CFA a plus Familiarity with global regulations and guidance related to asset management, brokerage, and banking industries Technical understanding of traditional and alternative investment products and strategies Experience utilizing a Bloomberg terminal; experience with Bloomberg API is a plus Ability to analyze and work with large data sets; advanced Excel knowledge preferred Data visualization experience and report creation (Tableau, PowerPoint, etc.) is a plus Highly motivated, detail oriented, self-starter; driven to analyze and dig deeper during counterparty and third-party reviews Demonstrated ability to work with multiple stakeholders and manage competing priorities in a fast paced environment Confident communicator with the ability to tailor messaging to different constituencies and seniority levels #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $100,000-$160,000. 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.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. 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. Learn about the Applicant Privacy Notice.

About the Team The Global Marketing organization at Neuberger Berman comprises key Centers of Excellence across Brand Experience, Content, Media Relations, and Channel Marketing, as well as Investment Communications and RFP. From its regional hubs in New York, London and Hong Kong, and further local presence in key markets, this team is a dynamic hub of creativity and strategy, dedicated to driving brand awareness, customer engagement, and business growth. With a dual mandate for operational efficiency and business expansion, we leverage data-driven insights, innovative campaigns, and compelling investment communications to connect with our audience and deliver measurable results. We collaborate closely with teams across the firm to ensure seamless integration of marketing efforts, optimizing processes, and maximizing impact for sustained success. About the Opportunity We are seeking a dynamic and ambitious professional to serve in the pivotal role of Business Manager, supporting the CMO and marketing leadership in guiding the department and leading key initiatives. The ideal candidate is an analytical thinker and self-starter who excels in both strategic planning and operational execution. This position offers a unique opportunity for a motivated individual to make a significant impact across the organization by applying an analytical mindset, fostering collaboration, and driving efficiency and consistent operations. The role requires a collaborative spirit and a keen ability to manage cross-functional projects and ongoing processes that propel our organization forward. Responsibilities: Strategic Planning and Operations Lead the design, documentation, and oversight of Standard Operating Procedures (SOPs) across the department, including briefs, workflows, and RACI matrices. Manage processes for global marketing updates and oversee communication cascades within and between departments. Implement regular performance monitoring to assess the effectiveness of marketing strategies and initiatives. Identify and mitigate potential risks within marketing processes and strategies. Lead continuous improvement initiatives to streamline processes and enhance department performance. Stakeholder and Team Engagement Develop and maintain strong relationships with key internal stakeholders to ensure alignment and collaboration on marketing initiatives. Serve as the department's Business Enablement Officer. Manage bi-weekly team meetings, including agenda setting and follow-up, and run team offsites with effective follow-up and follow-through. Develop and manage quarterly trainings for Marketing (intra-departmental, focused on tools and processes, as well as trends and best practices; and inter-departmental, focused on marketing's role and company interactions) Oversee new hire onboarding plans. Financial and Performance Management Manage the department budgeting process, including system signoff/approval, ensuring proper coding, GOI allocations, accruals, and tracking against plans. Develop long-term marketing metrics and KPIs, and complete industry surveys to develop/incorporate benchmarks. Executive Support and Documentation Lead the preparation of executive documents, such as PowerPoint presentations for Board and Committee updates, as needed. Design and oversee the intranet presence and departmental reference documents (e.g., org charts). Qualifications: The ideal candidate for the Business Manager role is a strategic thinker and operational leader with a strong analytical mindset and a passion for driving marketing excellence. In addition to exemplary organizational abilities, they will possess outstanding communication skills and a deep understanding of marketing strategies and processes. The Business Manager will meet the following requirements: Bachelor's Degree in Business Administration, Marketing, Finance, or a related field. An advanced degree or relevant professional certifications (e.g., PMP) are a plus. Proven experience in business management or operational roles within the marketing or financial services sectors. Exceptional analytical skills, with a demonstrated ability to interpret data and drive strategic decision-making. Strong organizational and project management abilities, with a track record of managing cross-functional initiatives and delivering results. Deep understanding of marketing operations, budget management, and process optimization. Familiarity with risk management and performance monitoring within a marketing context. Proficiency in marketing technologies, data analysis tools, and process management platforms. Outstanding written and oral communication skills, with the ability to engage effectively with internal teams and external stakeholders. Strong ability to collaborate and work effectively across departments and with senior leadership. A proactive and self-motivated nature, with the ability to manage multiple projects and deadlines in a dynamic environment. A strong commitment to continuous improvement and operational excellence. A collaborative and empathetic leader who can motivate and engage diverse teams. Impeccable integrity, high ethical standards, and the personal presence to represent Neuberger Berman with enthusiasm and distinction. About the Firm Neuberger Berman is a private, independent, employee-owned investment manager with over $500Bn in assets under management. Founded in 1939, the firm was established with a singular purpose: to deliver compelling investment results for clients over the long term. This remains Neuberger Berman's core mission today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight, and continuous innovation on behalf of clients, facilitated by the free exchange of ideas across the organization. From offices in 39 cities across 26 countries, Neuberger Berman manages a range of equity, fixed income, alternatives, and private markets strategies on behalf of institutions, advisors, and individual investors worldwide. With more than 750 investment professionals and 2,800 employees in total, the firm has built a diverse team united in their commitment to client outcomes and investment excellence. This culture has resulted in enviable retention rates among senior investment staff and earned Neuberger Berman top rankings in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2014. #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $150,000-$185,000. 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.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. 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. Learn about the Applicant Privacy Notice.

Neuberger Berman is searching for a Talent Management Partner to join our growing Talent Management team. This role will report to the Head of Talent Management and support the talent and learning strategy for Neuberger Berman. The role will partner with Human Capital Management (HCM) colleagues and key stakeholders in the business to ensure we are developing and executing on talent management strategies and implementing programs that are in alignment with the business in order to strengthen the skills of our talent. Responsibilities: Design, develop and implement global and local learning programs and initiatives based on needs assessment within areas of responsibility, bringing together external experts and internal stakeholders to build customized solutions. Review proposed content from external vendors and recommend vendor partnerships that meet near- and long-term skill requirements aligned to business needs. Collaborate with senior business and HCM leaders, as a subject matter expert, to strategically integrate and operationalize talent & learning initiatives within business strategies to drive business outcomes. This includes but is not limited to talent reviews, assessments, career development, and succession planning. Manage the planning of courses for the global open enrollment learning curriculum. Partner with appropriate parties (vendors, SMEs, internal clients) to execute in-person, virtual, and online learning sessions. Manage the collection, documentation and analysis of participation data and feedback from learning programs. Use feedback, data and industry trends to measure the effectiveness of learning, talent initiatives, programs and resources to drive improvements on an ongoing basis. Utilize talent data to support and guide employee development and career pathing discussions. Take an individualized approach to their development (1-1 support, working with managers on career paths / giving feedback, etc.). Stay current on innovations in learning design and delivery; network and build relationships with professional organizations and training providers. Leverage the LMS (Workday Learning) to deliver on the day-to-day learning operations such as monitoring course enrollment, reviewing feedback reports, and assigning learning content. Qualifications: Bachelor's degree in Human Capital Management; post-graduate level degree in Human Capital Management or Industrial and Organizational Psychology is preferred. 8+ years of focused experience in Talent Management, including Learning and Development Knowledge of current learning management practices, industry trends, digital learning platforms, and best practices. Ability to independently design, develop, execute and facilitate learning programs Prior success in design, development and execution of learning programs and resources A quick-thinking, hard-working, and creative problem solver with strong analytical and strategic thinking skills. Strong project and program management capabilities; ability to manage complex and ambiguous projects to great outcomes applying clear objectives, achievements, and communications to keep team members aligned. Ability to effectively guide and influence change with business leaders and key stakeholders, while also being hands on with tactical execution. An excellent communicator; has strong verbal and written communications skills. Can translate ideas and data into a presentation to engage key stakeholders. The ability to synthesize high-level information into action plans. A natural relationship builder: outstanding interpersonal skills and client focus. Builds trusted relationships by being a great listener, asking the right questions, and maintaining relationships with internal clients and partner vendors. Highly proficiency with MS Office Suite specifically Excel and PowerPoint in order to collect, visualize, and present learning data and tell a story to the business. Experience as a Workday Learning Administrator is a plus. Experience in the Investment Management industry is a plus. #LI-GC1 #LI-HYBRID Compensation Details The salary range for this role is $130,000-$170,000. 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.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. 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. Learn about the Applicant Privacy Notice.

As one of two Research Assistants, you will be responsible for assisting with the processing and maintenance of records and files regarding stock purchases and sales. You will also work with the Associate Director of Research Policies and Support and the Head of Core Equities with various data gathering and analysis efforts. You will have the opportunity to work on additional projects with the equity analysts and Head of Core Equities, once you have mastered the Administrative aspects of the position. Responsibilities Review/approval of models WIP list maintenance OFAC/Compliance checks of new stocks Daily and Weekly Performance Reports Buy recommendation/Core Team meeting note taking Distribution of Notes from Research Maintenance of Core Team stock scores Combining and analyzing data from various sources for the Head of Core Equities and Core Team, to assist in review of ideas and investment decision-making. Providing models and other information required for audits Various ad-hoc projects as you advance in your knowledge and skills Career Path Manning & Napier Advisors provides an environment where performance is rewarded and recognized. This role is positioned so that you would be eligible to apply for other positions as they are available and would be eligible to begin taking CFA exams while in this position. Qualifications Bachelor's degree with a concentration in Finance/Economics or related field Excellent communication, presentation, and analytical skills Proficiency in Microsoft Excel and Word software programs, Power BI a plus Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: Expected hourly rate between $24-$27 per hour

The Fixed Income Product Manager will be responsible for managing the complete lifecycle of the firm's fixed income products. This function acts as the "hub" for informing and implementing product strategy (including positioning, branding, pricing and efficient distribution support), analyzing market conditions, identifying gaps and opportunities to enhance and position products to maximize the competitive advantages. The Fixed Income Product Manager is responsible for driving product initiatives across retail and institutional channels. The Product Manager needs to be proficient at articulating a strategy's value proposition, investment process, portfolio positioning and rationale for specific holdings within the portfolio. This individual works closely with the portfolio managers and acts as a liaison between the portfolio management team and both internal and external constituents on product-specific matters. The individual also acts as a business manager for their strategies liaising with legal, compliance, marketing and other departments to help with content and other potential issues. This role is also expected to have a working knowledge of the P&L position for each of their respective strategies. Responsibilities: * Product Lifecycle Management: Partner with Product Development on the launch of new products/vehicles and the enhancement of existing products across various regions/channels. Create regular processes for monitoring product performance and execute on all product enhancements, including portfolio management changes, sales and marketing program adjustments, benchmark index changes, and other actions that impact product quality. Communicate the status of product initiatives to senior management and internal partners. Ensure products are optimized to meet performance and risk targets, and client expectations. * Product Positioning: Own strategic product messaging and positioning, including product features, client benefits, investment merit, and competitive differentiation for the target client. * Competitive Analysis: Address ad-hoc client inquiries regarding NB fixed income strategies and develop insightful competitive analysis. * Evaluate the Competitive Landscape: Create an integrated view of the product landscape and competitive opportunities, based on analyses of fund flows, performance, client feedback, competitive intelligence, investment trends, and industry developments. Stay abreast of competitive product information specific to both competitors and sponsor programs. Identify significant product launch, development, or repositioning initiatives and present actionable business plan opportunities in response. Develop recommendations on product gaps, marketing themes, and competitive campaigns. * Product Promotion: Partner with investment teams and marketing to develop and maintain product marketing content. Drive product support initiatives and campaigns in coordination with sales, marketing, and investment teams, ensuring all contributors are accountable for their deliverables, and escalate, when necessary, to meet milestones. * Product Strategy: Assist in developing the firm's product priorities and establish product goals. * Sales Support: Support sales teams in client meetings and presentations, offering expertise on fixed income products and providing product-related support and insights. Act as a firm-wide resource related to product information, competitive positioning, market trends, pricing trends, etc. * Product Rationalization: Recommend rationalization as needed. Continually evaluate the relevance of the existing product set, with focus on positioning, pricing, and efficient support of distribution. Execute on process for rationalization in partnership with internal and external stakeholders with a focus on both profitability and firm reputation and brand. Qualifications: * Bachelor degree required; MBA and/or CFA a plus * Minimum of seven years of asset management industry experience, ideally with direct Product Management / Product Specialist experience * Deep understanding of fixed income markets, investment strategies, and products (e.g., investment-grade bonds, high-yield bonds, municipal bonds, etc.). Strong knowledge of risk management and performance measurement methodologies. * Exposure to open-ended mutual funds and/or ETFs, and have experience working with other asset management product types (e.g., unregistered funds, closed-end funds, model portfolios, etc.) * Strong quantitative and qualitative analytical skills with the ability to assess product performance and market trends. * Comfort with financial modeling and using data-driven insights to inform decisions. * Strong knowledge of the asset management industry including industry trends, recent developments, etc. * Proven track record of managing complex projects. Ability to influence stakeholders across various levels within the organization. * Experience with third-party data platforms (e.g., Morningstar, eVestment, Broadridge, Preqin) Who you are: * Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable deliverables * High degree of initiative and accountability, with a high level of professionalism and integrity * Creative problem-solver and thought leader on new business opportunities * Excellent project management, time management and planning skills * Highly organized with ability to multi-task * Able to collaborate with teams of people across a range of departments * Experience supervising, training, and developing other members of the team, a plus #LI-LS1 #LI-Hybrid Compensation Details The salary range for this role is $120,000-$170,000. 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. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. 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. Learn about the Applicant Privacy Notice.

Neuberger Berman's technology team is looking for a Developer support our Private Markets research function focused on enhancing our research applications to streamline workflows for our Investment Teams. You will work with business and technology stakeholders on critical private markets research applications. Responsibilities * Drive the adoption and seamless integration of the Everest platform for new and existing business teams, ensuring smooth onboarding and operational continuity * Design and optimize SQL solutions to streamline data flows, improve query performance, and enhance reporting capabilities for investment professionals * Collaborate with investment teams to understand business workflows, identify pain points, and develop technology solutions that enhance decision-making, as well as other cross functional teams including Data Scientists, Operations, and other Technology teams * Build and maintain ETL pipelines to ensure accurate, timely, and high-quality data movement across platforms * Ensure adherence to best practices in database management, security, and performance optimization * Explore opportunities for automation and workflow optimization, leveraging Python or .Net and other tools to enhance efficiency Requirements * Bachelor's degree in computer science, Data Science, Engineering or 2-3 years of equivalent work experience * 1-2 years of hand on experience developing data solutions * Experience in financial services or investment research is highly desirable; familiarity with private markets workflows or research processes is a strong plus. * Strongly proficient in with SQL and Python or .NET * Understanding of ETL processes, building and/or maintaining ETL pipelines * Familiarity with data visualization tools such as Tableau or Power BI is a plus * Experience in an Agile/Scrum environment is a plus * Knowledge of DevOps practices and tools like Git, Jenkins, or similar is a plus * Exposure to Azure, AWS, or GCP or other cloud-based technologies is a plus * Excellent communication skills * Strong problem-solving skills and attention to detail * Ability to work independently and collaboratively in a fast-paced environment #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $85,000-$100,000. 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. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. 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. Learn about the Applicant Privacy Notice.