New York, New York, United States · On-site
$175k–$250k/yr
Position Overview: Neuberger Wealth is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in …
Skills: Process Improvement, Operational Excellence, Change Management, Journey Mapping, Business Architecture
New York, New York, United States · On-site
$90k–$120k/yr
Business Overview: The Private Wealth Product Management team serves as the backbone for operational excellence across Private Wealth products and service offerings. The team is responsible for the design, governance, an…
Skills: Product Management, Investment Product Structures, Wealth Management, Regulatory Compliance, Data Architecture
New York, New York, United States · On-site
$90k–$120k/yr
Business Overview: The Private Wealth Product Management team serves as the backbone for operational excellence across Private Wealth products and service offerings. The team is responsible for the design, governance, an…
Skills: Product Management, Investment Product Governance, Operational Design, Data Architecture, Regulatory Compliance
London, England, United Kingdom · Hybrid
About Neuberger: Neuberger was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundam…
Skills: Legal Drafting, ESG Regulation, Negotiation, Legal Research, Compliance
Tokyo, Japan · On-site
About the Role You will be responsible for fund accounting and financial reporting across a diverse range of PE and PD products — from Cayman-domiciled FoF structures to Japan-domiciled commingled funds. Working closely …
Skills: Fund Accounting, Financial Reporting, Cash Flow Management, Client Service, Communication
Chicago, Illinois, United States · Hybrid
$90k–$110k/yr
Neuberger is looking for a curious and motivated Junior Python Developer to join our growing engineering team. You'll help build reliable, scalable server-side applications in a modern, AI-augmented development environme…
Skills: Python, Flask, FastAPI, Django, GitHub Copilot
New York, New York, United States · Hybrid
$130k–$180k/yr
The Institutional Operations Technology team supports the Funds, Intermediary and Institutional SMA business. We’re looking for a Senior Technologist with Full Stack .Net/C# skills to Lead, Design, build, and support a s…
Skills: C#, .NET, SQL Server, Snowflake, JavaScript
Tokyo, Japan · On-site
Native Level Japanese Language is required.About the RoleAs a Legal Entity Controller (LEC), you will be responsible for financial statement preparation, audit coordination, and collaboration with tax advisors on tax fil…
Skills: Financial Statement Preparation, Audit Coordination, Tax Filing, US GAAP, Consolidation Analysis
Chicago, Illinois, United States · Hybrid
$110k–$150k/yr
We are seeking a talented Mid-Level AI Software Engineer to join our growing Fixed Income Technology team. In this role, you will design, develop, and deploy AI-powered capabilities that drive real business impact. You w…
Skills: Python, LangChain, LangGraph, LLMs, RAG
New York, New York, United States · On-site
$65k–$80k/yr
Position Overview: The Neuberger Wealth Operations team supports our Wealth Management business, specifically focusing on account opening and maintenance, and document driven workflows. The team is focused on providing h…
Skills: Reconciliation, Account Maintenance, Microsoft Excel, Client Service, Written Communication
New York, New York, United States · On-site
$65k–$80k/yr
Position Overview: The Neuberger Wealth Operations team supports our Wealth Management business, specifically focusing on account opening and maintenance, and document driven workflows. The team is focused on providing h…
Skills: Account Opening, Account Maintenance, Reconciliation, Excel, Written Communication
New York, New York, United States · On-site
$80k–$115k/yr
Summary: Neuberger Wealth is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing …
Skills: Process Mapping, Workflow Analysis, Operational Efficiency, Change Management, Strategic Thinking
New York, New York, United States · On-site
$80k–$115k/yr
Summary: Neuberger Wealth is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing …
Skills: Process Mapping, Workflow Analysis, Operational Efficiency, Change Management, Strategic Thinking
New York, New York, United States · Hybrid
$80k–$100k/yr
About Neuberger: Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a r…
Skills: Client Servicing, Presentation Creation, CRM Maintenance, RFP Coordination, Project Management
New York, New York, United States · Hybrid
$170k–$190k/yr
The primary role of Neuberger’s Product Group is to serve as an objective champion of new product ideas and product actions, facilitating analysis and activity from concept to implementation, ensuring alignment with mark…
Skills: Product Development, Market Analysis, Competitor Analysis, Project Management, Strategic Planning
Temecula, California, United States · On-site
$225k–$275k/yr
The Specialty Finance Transaction Counsel will provide end-to-end legal support to the Specialty Finance business, partnering closely with investment professionals and internal stakeholders to structure, negotiate, and e…
Skills: Legal Structuring, Contract Negotiation, Private Credit, Specialty Finance, Drafting Transaction Documents
Toronto, Ontario, Canada · Hybrid
$65k–$85k/yr
About Neuberger Berman: Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September…
Skills: Client Servicing, Business Development, CRM Maintenance, RFP Coordination, Sales Presentations
New York, New York, United States · Hybrid
$90k–$110k/yr
Neuberger's technology team is looking for a Developer to join our Private Markets Front Office Technology group. You'll partner directly with investment professionals to build the applications and data capabilities that…
Skills: SQL, Python, Data Modeling, Data Pipelines, Pandas
New York, New York, United States · Hybrid
$175k–$225k/yr
The Head of Digital Marketing will lead Neuberger's digital marketing strategy with responsibility for the corporate website ecosystem, email marketing program, UX/UI standards, and SEO/GEO. Reporting to the Chief Market…
Skills: Digital Marketing Strategy, Website Management, SEO, GEO, UX/UI Design
Singapore, Singapore · On-site
Summaries: Neuberger Private Wealth is Neuberger’s direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadt…
Skills: Client Service, Operational Support, Account Maintenance, Wealth Management, Financial Product Knowledge
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Lead initiatives to improve process efficiency and operational excellence across the client and advisor lifecycles within Private Wealth. Drive the design and implementation of a digitized, future-state platform for onboarding, maintenance, and reporting.
Requires a bachelor's degree and over 12 years of direct wealth management home office experience in operations or business architecture. Candidates must possess strong strategic thinking skills and expertise in process mapping and change management.
Position Overview:
Neuberger Wealth is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing the efficiency, scalability, and effectiveness of the Neuberger Wealth business by evaluating current processes, identifying opportunities for improvement, and driving implementation efforts. The role requires a blend of strategic thinking, operational expertise, and change management capabilities.
As a senior member of the Wealth Platforms & Experience organization, this role will be responsible for the ownership and execution of several strategic programs and analyses related to our Client and Advisor experiences. This includes activities related to the entirety of the client/account lifecycle, including everything from onboarding, maintenance, reporting, and experience, as well as their impact on Advisor tools and workflows.
Working closely with our Wealth Advisor Teams, as well as stakeholders from across the firm, this leader will advocate for a re-imagined platform that can deliver our future state capabilities for both Client and Advisor experiences.
Our choice candidate will be a detail oriented strategic thinker with a passion for solving complex problems, dealing with ambiguity, organizational design, and who possesses an unrelenting customer obsession and a strong desire to make their mark on the organization. The candidate will bring an experienced lens to analyze our current state and identify what could be integrated or improved further; while owning the implementation plan. We are looking for 12+ years of direct wealth management home office experience in roles across Operations or Business Architecture. This role is pivotal to the ongoing Private Wealth transformation, ensuring best-in-class experiences, digital enablement, and operational excellence.
Journey Definition & Ownership:
Own and enhance all aspects of the Client and Advisor journeys across the Private Wealth business, including all touchpoints from account opening through maintenance to reporting
Create and maintain journey maps, process flows, SOPs, and playbooks and training materials across the end-to-end client onboarding and maintenance journeys, which then informs our thinking for our next generation wealth platform
Set and deliver the vision of our future state model, specifically as it relates to client onboarding and servicing journeys
Identify friction points and implement enhancements that reduce handoffs, processing times, and error rates
Analyze current operating model, inclusive of roles and responsibilities across all areas supporting the Client and Advisor journeys
Evaluate current operating practices and implement best-in-class business processes across all aspects of the client lifecycle to drive efficiency, scalability, and risk reduction
Overhaul and fully digitize the client account opening and onboarding experience to deliver a seamless, efficient, and highly engaging process
Partner with senior level stakeholders across the firm to recommend, own, and implement changes focused on efficiency and enhanced client experiences
Establish and track SLAs and KPIs
Implement feedback mechanisms to ensure prioritization and continuous improvement efforts of platform features and business processes are accounting for Advisor and Client preferences
Technology Enablement:
Drive all aspects of technology enablement across key journeys
Define key elements of future state vision and define roadmap to execute
Lead transformative efforts across the entirety of the Client and Advisor experiences
Own digital elements of Client experience as it relates to account opening, reporting, mobile app, web portal, etc.
Lead conversations with stakeholders to deliver enhancements inclusive of business requirements creation, user test scripting, release coordination, and post-launch adoption and performance
Experience & Skills Qualifications:
Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering or a related field. Advanced degree or certifications such as Lean Six Sigma, PMP, or similar are a plus
12+ years of experience in Wealth Management / Private Banking. Direct experience with client service, product ownership, or business analysis a plus
Deep understanding of Private Wealth business models, digital client engagement, and advisor workflows
Strong knowledge of process mapping, workflow analysis, and operational efficiency tools
Proficiency in automation technologies and familiarity with digital transformation initiatives
Expertise in change management principles and techniques
Candidate must be a self-starter with the ability to operate independently and make decisions
Candidate will manage and mentor junior Associate(s) reporting into them
Ability to build relationships and partner across a complex organization
Ability to multi-task and manage multiple simultaneous projects
Ability to influence seniors and stakeholders outside of your span of control
Excellent time management, follow-through, and project delivery skills
Exceptional written and verbal communication skills, able to simplify complexity
Exceptional analytical skills
Strategic thinker
Strong attention to detail
Highly organized
Owner of outcomes
Team player
Compensation Details
The salary range for this role is $175,000-$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 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, retirement, life insurance and other benefits to eligible employees.Neuberger 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 [email protected].
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Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3,000 employees across 26 countries. The firm manages $567 billion of equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again this past year, we were named Best Asset Manager for Institutional Investors in the U.S. (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders. The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. Visit www.neuberger.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of March 31, 2026.
Offices: 1290 Avenue of the Americas, New York, NY 10104, US · 190 S La Salle St, Chicago, IL 60603, US · 200 Crescent Ct, Dallas, TX 75201, US · 57 Berkeley Square, London, England, GB · 1 Connaught Place, 20th Floor, Suites 2007 – 2020, Central, HK
Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3,000 employees across 26 countries. The firm manages $567 billion of equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again this past year, we were named Best Asset Manager for Institutional Investors in the U.S. (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders. The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. Visit www.neuberger.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of March 31, 2026.
Offices: 1290 Avenue of the Americas, New York, NY 10104, US · 190 S La Salle St, Chicago, IL 60603, US · 200 Crescent Ct, Dallas, TX 75201, US · 57 Berkeley Square, London, England, GB · 1 Connaught Place, 20th Floor, Suites 2007 – 2020, Central, HK
