PWM

Private Wealth Senior Business Analyst

New York, NY · Senior

Sponsorship not specified$175k-$250kDetected 14 days ago

AccessibilityAccountingOperations ManagementProcess ImprovementCommunicationTime ManagementOrganizational SkillsLean Manufacturing

About the role

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.

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
Identify friction points and implement enhancements that reduce handoffs, processing times, and error rates
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
Implement feedback mechanisms to ensure prioritization and continuous improvement efforts of platform features and business processes are accounting for Advisor and Client preferences
Drive all aspects of technology enablement across key journeys

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
Ability to influence seniors and stakeholders outside of your span of control
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
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
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
Excellent time management, follow-through, and project delivery skills
Exceptional written and verbal communication skills, able to simplify complexity
Exceptional analytical skills

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

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 job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
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.

Set and deliver the vision of our future state model, specifically as it relates to client onboarding and servicing journeys
Define key elements of future state vision and define roadmap to execute

We are looking for 12+ years of direct wealth management home office experience in roles across Operations or Business Architecture.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

This listing is sourced directly from PWM's careers page and normalized into a canonical job model.