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Wealth Planning Analyst

  • Full Time
  • Anywhere

Neuberger Berman

Neuberger Berman — New York City, New York

We are looking for a Financial Planning Analyst to join the Wealth Planning Department and support the scaling of financial plan generation and client analysis delivery. You will primarily support our Senior Wealth Planners – including building client profiles in eMoney, managing the client portal for account aggregation and administration, and contributing to ad-hoc projects as needed. The ideal …

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Working in New York City, New York

New York, often called New York City (NYC), is the most populous city in the United States. It is located at the southern tip of New York State on New York Harbor, one of the world's largest natural harbors. The city comprises five boroughs—Manhattan, Brooklyn, Queens, the Bronx, and Staten Island; each is coextensive with its respective county. It is the geographical and demographic center of both the Northeast megalopolis and the New York metropolitan area, the largest metropolitan area in the United States by both population and urban area. New York is a global center of finance and commerc

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