The candidate will oversee the delivery and evolution of this roadmap by way of the following:
Effectively interact with Client Coverage leadership, Business Analytics leadership, Finance, Operations, and Technology to understand the business needs, gather requirements, and liaise within the firm to define and execute on a robust, scalable and flexible client data strategy.
Lead client centric data architecture and execution of integrating data across multiple sources and formats for client 360 view.
Develop and implement a holistic data governance model in line with the firmwide Enterprise Data Governance standards.
Own evaluation of new data sources, acquisition of that data, and delivery of that data.
Manage and oversee the delivery of projects necessary to achieve the strategy with an eye towards business process redesign.
Provide thought leadership in proper implementation of processes and tools that best align with the organization's strategic objectives.
Provide leadership for direct reports and partner resources. Recruit and maintain a highly qualified and motivated staff. Responsible for all staff mentoring, training and development as well as periodic and annual reviews.
Requirements
10-15+ years' progressive industry experience in leading client data/analytics strategy, governance and implementation within Financial Services / Asset Management
Proven track record of establishing and executing on client data strategy within a complex and rapidly evolving business; Ability to visualize and shape business needs and communicate in a way that gets stakeholder buy in
Experienced leader partnering with business to conceive and deliver high profile programs involving multiple stakeholders and requiring coordination across multiple delivery functions
Global experience of supporting all client channels such as Intermediary, Institutional, HNW across all investment vehicles including Mutual Funds, UCITS, ETFs, Managed/Separate accounts and Alternative Investments
Strong business intelligence analysis and project management skills
Demonstrated sense of personal and team accountability
Ability to forge collaborative relationships with business leaders, develop & deliver strategic technical vision, and to communicate effectively across all levels within the organization
Strong leadership experience with a hands-on approach
Ability to balance global, regional and line of business perspective with those of the firm, clients and shareholders
Poised under high pressure situations
Neuberger is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
The Head of Client Data Strategy is a member of Neuberger's Business Enablement and Global Operations Group.
Our New York office is looking for a Head of Client Data Strategy to lead strategic client data oversight for the global client coverage organization. Working closely with Business Analytics and Client Coverage leadership and in partnership with Operations, Finance and Global Tech organization, the Head of Client Data Strategy will be charged with the development and realization of a multi-year roadmap to deliver on the client data value chain, including data architecture, governance, acquisition, quality management processes, modeling, user experience, business intelligence, and advanced analytics.
Nb · New York, NY