Nb
Senior Project Manager, Neuberger Wealth
New York, NY · Senior
Work authorization required$150k-$180kDetected 30 days ago
ComplianceAccessibilityProject ManagementFinancial ModelingBudgetingOperations ManagementProcess ImprovementLeadershipCommunicationCollaborationCritical ThinkingOrganizational Skills
About the role
- Neuberger's Private Wealth business is seeking an experienced, high-impact leader to serve as a Senior Project Manager driving strategic process transformation and efficiencies across the platform.
- Our ideal candidate is an intellectually curious, result-oriented leader who thrives in complex, ambiguous environments.
- They bring a track record of influencing senior stakeholders, architecting scalable solutions, and championing a culture of continuous improvement.
Responsibilities
- Serve as the lead driver of core strategic priorities and initiatives across the Private Wealth business, overseeing seamless end-to-end execution from current state to future state and ensuring delivery against organizational goals
- Build and maintain strong partnerships with senior stakeholders across business lines to ensure strategic alignment, cross-functional collaboration, and sustained organizational buy-in
- Engage and collaborate closely with Control and Technology partners to ensure strategic initiatives are executed with the appropriate risk, compliance, and systems considerations - translating business requirements into actionable solutions and driving alignment across all enabling functions
- Design and deploy change management frameworks that accelerate adoption, reduce friction, and embed new ways of working across impacted teams
- Lead a comprehensive, business-wide inventory and diagnostic of all processes within the Private Wealth business, directing the mapping of end-to-end workflows, governance structures, and role accountabilities to develop a holistic view of the current operating model
- Architect innovative, scalable solutions that modernize operations while preserving regulatory compliance and service quality standards, providing executive-level recommendations on organizational structure, governance, and role realignment to support optimized, future-ready operating models
- Lead the design and development of a comprehensive, forward-looking operating model that integrates process improvements, technology enablement, and organizational efficiencies - establishing clearly defined future-state workflows, KPIs, and measurable success criteria to guide execution and accountability
Requirements
- 8+ years of progressive experience in process improvement, operational excellence, strategic program management, or related disciplines
- Advanced proficiency in process mapping methodologies, workflow analysis, and operational efficiency frameworks at an enterprise scale
- Mastery of change management principles, with a proven track record of driving adoption across large, complex organizations
- Outstanding executive communication skills (both written and verbal) - with the ability to distill complexity into clear, compelling narratives
- Superior analytical and critical thinking skills, with the ability to translate data into insight and action
- 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 required; Advanced degree (MBA or equivalent) a plus
- Deep expertise within the financial services industry; prior experience in private wealth management strongly preferred
- Ability to operate independently, make sound decisions even when dealing with ambiguity, and drive outcomes without close direction
- Exceptional ability to build trusted relationships, influence senior leadership, and drive alignment across a matrixed organization
- Demonstrated success managing multiple high-priority programs simultaneously while maintaining precision and delivery excellence
- Strong operational discipline and relentless attention to detail
- Highly organized, outcomes-oriented, and deeply committed to team success
Nice to have
- Bachelor's degree in Business Administration, Finance, Operations Management, Engineering, or a related field required
- Advanced degree (MBA or equivalent) a plus
- Deep expertise within the financial services industry
- prior experience in private wealth management strongly preferred
Skills
- Champion the development and delivery of training programs and enablement resources that equip teams for successful, lasting implementation
- Proactively identify emerging opportunities for further optimization and translate insights into actionable initiatives
Compensation
- The salary range for this role is $150,000-$180,000.
- 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.
Benefits
- Partner with senior leadership to align the future-state vision and operating model design with the broader strategic direction of the Private Wealth business
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Equal opportunity
- Neuberger is an equal opportunity employer.
- equal opportunity employer.
Visa & Work Authorization
- 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.
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