Nb
Project Manager, Neuberger Wealth
New York, NY
Work authorization required$90k-$130kDetected 21 days ago
ComplianceAccessibilityProject ManagementFinancial ModelingBudgetingOperations ManagementProcess ImprovementLeadershipCommunicationCollaborationCritical ThinkingOrganizational Skills
About the role
- Neuberger's Private Wealth business is seeking a driven, high-potential professional to serve as a Project Manager supporting strategic process transformation and operational efficiencies across the platform.
- Our ideal candidate is an intellectually curious, results-oriented professional who thrives in complex, ambiguous environments.
- They bring a growing track record of partnering with senior stakeholders, contributing to scalable solutions, and supporting a culture of continuous improvement.
Responsibilities
- Support the execution of core strategic priorities and initiatives across the Private Wealth business, contributing to seamless end-to-end delivery from current state to future state and helping ensure progress against organizational goals
- Build and maintain strong partnerships with stakeholders across business lines to support 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 supporting alignment across all enabling functions
- Assist in the design and deployment of change management frameworks that accelerate adoption, reduce friction, and embed new ways of working across impacted teams
- Support the development and delivery of training programs and enablement resources that equip teams for successful, lasting implementation
- Conduct comprehensive inventories and diagnostics of processes within the Private Wealth business, supporting the mapping of end-to-end workflows, governance structures, and role accountabilities to develop a clear view of the current operating model
- Contribute to the design of innovative, scalable solutions that modernize operations while preserving regulatory compliance and service quality standards, supporting recommendations on organizational structure, governance, and role realignment to enable optimized, future-ready operating models
- Participate in the design and development of forward-looking operating models that integrate process improvements, technology enablement, and organizational efficiencies - helping establish future-state workflows, KPIs, and measurable success criteria to guide execution and accountability
- Support the establishment of governance and performance monitoring frameworks to measure the effectiveness, sustainability, and impact of implemented changes
Requirements
- 5+ years of progressive experience in process improvement, operational excellence, strategic program management, or related disciplines, with demonstrated growth in scope and responsibility over time
- Solid proficiency in process mapping methodologies, workflow analysis, and operational efficiency frameworks
- Working knowledge of change management principles, with experience contributing to adoption efforts across teams or business units
- Ability to operate with a degree of independence, manage competing priorities, and drive tasks forward with limited direction
- Strong written and verbal communication skills, with the ability to distill complex information into clear, concise narratives for a variety of audiences
- Strong analytical and critical thinking skills, with the ability to translate data into meaningful insights and recommendations
- 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
- Experience within the financial services industry; prior exposure to private wealth management preferred
- Exposure to or experience supporting digital transformation and automation initiatives, with a curiosity for emerging technologies and platforms
- Strong relationship-building skills with the ability to collaborate effectively across a matrixed organization and engage with senior stakeholders
- Demonstrated ability to manage multiple workstreams simultaneously while maintaining strong attention to detail and delivery quality
- Strategically minded with solid operational discipline and strong attention to detail
- Highly organized, outcomes-driven, 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
- Experience within the financial services industry
- prior exposure to private wealth management preferred
Skills
- Proactively identify emerging opportunities for further optimization and translate insights into actionable recommendations
Compensation
- The salary range for this role is $90,000-$130,000.
- 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
- Collaborate with senior leadership to help 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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