PWM
Private Wealth Business Enablement Officer
New York, NY
Sponsorship not specified$120k-$175kDetected 31 days ago
AccessibilityStakeholder ManagementBudgetingCommunicationProblem SolvingOrganizational Skills
About the role
- The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, roadmap, associated business cases, and project lifecycle management.
- This individual will also represent Private Wealth in all firm-wide enablement initiatives.
Responsibilities
- Own the development and execution of Private Wealth's technology book of work
- Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives
- Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platforms
- Lead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking for all technology-enabled change
- Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs
- Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met
Requirements
- Bachelor's degree required
- 8+ years of experience in Wealth/Asset Management or related financial services, with emphasis on technology portfolio management, product/portfolio ownership, or business transformation
- proficiency in financial evaluation and trade-off decisioning
- Experience leading cross-functional requirements and scoping operating model/process changes beyond technology
- Proven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomes
- Working knowledge of regulatory drivers impacting Private Wealth and implications for technology/process change
- 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.
- Demonstrated success leading technology prioritization, budgeting, and roadmap management within governed portfolios
- Strong business case development skills; proficiency in financial evaluation and trade-off decisioning
- Exceptional stakeholder management, influencing, and communication skills
- Demonstrated ability to drive business enablement and lead through change
- Highly organized with strong analytical and problem-solving abilities
- Ownership mentality
- Strong attention to detail
- Client prioritization
Compensation
- The salary range for this role is $120,000-$175,000.
- 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
- Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals
- Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized
- 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.