PWM
Senior Associate - Private Wealth Product Management
New York, NY · Senior
Sponsorship not specified$90k-$120kDetected 14 days ago
Data StructuresAccessibilityCommunicationAdaptability
About the role
- The Private Wealth Product Management team serves as the backbone for operational excellence across Private Wealth products and service offerings.
- You will be responsible for defining the parameters, eligibility rules, and structural guardrails that govern how Private Wealth products and investment programs are built, offered, and administered.
Responsibilities
- Define and maintain the rules governing what products and programs can and cannot do; including account eligibility, client eligibility, and offering restrictions
- Establish and document guardrails for new and existing products (e.g., which account types can hold, which client types qualify for a particular strategy, or how fees apply within a given context)
- Partner with Legal, Compliance, and Operations to translate regulatory and policy constraints into clear operational parameters
- Investment Program Design & Governance:
- Maintain governance artifacts including parameter matrices, eligibility frameworks, decision logs, and program specifications
- Support product launches by delivering complete and accurate parameter specifications that downstream teams can execute against
- Identify gaps, inconsistencies, or control risks in existing product and program governance; drive resolution and documentation improvements
- This role sits at the core of the Product Management team's design and governance function.
Requirements
- 5+ years of experience in financial services, with meaningful exposure to investment products, wealth management, or investment advisory programs
- Experience with investment advisory models, fee structures, and regulatory framework (IA vs.
- Experience defining or working within product eligibility, program governance, or operational rules frameworks
- Demonstrated ability to translate complex business or regulatory requirements into clear, actionable specifications
- Experience in private wealth, family office, or high-net-worth client service environments
- Familiarity with account data structures, reference data management, or product master
- 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 required; or Series 7 & 66 a plus
- Experience with investment advisory models, fee structures, and regulatory framework (IA vs. BD distinctions)
- Exceptional attention to detail with strong written and verbal communication skills
- Ability to manage multiple workstreams and stakeholders simultaneously in a dynamic environment
- Background in investment advisory compliance, product governance, or operational risk
- Naturally curious and analytically rigorous - comfortable questions such as "but what happens when…" questions
- Strong judgment and discretion; high level of integrity and professionalism
- Adaptable and energized by building in a growing, evolving team environment
Nice to have
- Bachelor's degree required
- or Series 7 & 66 a plus
- Strong working knowledge of investment product structures including mutual funds, ETFs, SMAs, and alternative investments (private funds, hedge fund structures strongly preferred)
Compensation
- The salary range for this role is $90,000-$120,000.
- 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
- 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.
This listing is sourced directly from PWM's careers page and normalized into a canonical job model.