Project Manager, Neuberger Wealth

Position Overview:

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. This individual will serve as a key contributor and organizational partner, supporting the development of the future-state operating model of the Private Wealth business by evaluating processes, identifying opportunities for improvement, and playing an active role in the execution of strategic initiatives from inception through delivery.

The Project Manager will be responsible for contributing to and advancing several high-priority strategic programs directly tied to the growth, scalability, and organizational design of Neuberger's Private Wealth 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.

Primary Responsibilities:

• Implementation and Change Management:

  • 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

• Process Transformation & Future-State Operating Model Development:

  • 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

  • Identify and prioritize the elimination of manual, duplicative, or inefficient process steps, applying analytical frameworks to evaluate enhancement opportunities - including automation, workflow redesign, and strategic consolidation - while assessing the downstream impact on scalability, risk, and client experience

  • 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

  • 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

• Monitoring and Continuous Improvement:

  • Support the establishment of governance and performance monitoring frameworks to measure the effectiveness, sustainability, and impact of implemented changes

  • Proactively identify emerging opportunities for further optimization and translate insights into actionable recommendations

  • Act as an internal advocate and developing subject matter resource for operational excellence and continuous improvement practices across the Private Wealth business

• Capacity Planning & Financial Modeling:

  • Build and maintain capacity models to evaluate resourcing needs, workforce planning scenarios, and organizational scalability to support business decision-making

  • Develop and present financial models that quantify business opportunities, operational efficiency gains, and investment trade-offs to inform strategic priorities

  • Collaborate with Finance and HR partners to integrate capacity and financial modeling insights into strategic planning and budgeting processes

Experience & Skills Qualifications:

• Bachelor's degree in Business Administration, Finance, Operations Management, Engineering, or a related field required; Advanced degree (MBA or equivalent) a plus

• 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

• Experience within the financial services industry; prior exposure to private wealth management preferred

• Solid proficiency in process mapping methodologies, workflow analysis, and operational efficiency frameworks

• Exposure to or experience supporting digital transformation and automation initiatives, with a curiosity for emerging technologies and platforms

• 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 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

• 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

• Strategically minded with solid operational discipline and strong attention to detail

• Highly organized, outcomes-driven, and deeply committed to team success

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.

Compensation Details

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 range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

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.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].

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