Senior Technical Product Manager – Private Wealth Management

We are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.  This role requires exceptional communication, project management, problem-solving, and leadership skills.  It requires the ability to work effectively with individuals at all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman’s multi-year strategic program focused on delivering technology products and a platform supporting Wealth Advisors and their clients.  Product solutions will include both in-house development and vendor application integrations. You will be responsible for user engagement, current/future state process and solutions documentation, Technology deliverables, and planning/tracking implementations.

Responsibilities:

• Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and current processes.

• Lead the user experience and end-user reporting integration for various tools and technologies used or targeted for internal advisors and portfolio management teams.

• Manage multiple complex initiatives simultaneously, ensuring timely completion and alignment with organizational goals. This includes coordinating among team members, stakeholders, and cross-functional partners, delegating tasks, identifying and escalating risks, and managing timelines.

• Partner with advisors and other business control functions to identify and analyze current and future needs for private wealth monthly/quarterly client-facing reporting.

• Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools.

• Own and lead the setting of project scope, execution, and implementation.

• Act as the liaison between Neuberger Berman and vendors, overseeing documentation, data feeds, meetings, and communication.

• Understand current processes and tools used by Neuberger Berman and map target state requirements for existing or new systems.

• Ensure timely milestone achievement and regularly update and communicate plans to stakeholders.

Requirements:

Must-Have Requirements

• A minimum of 10 years of business analysis and project management experience, with a strong emphasis on Agile methodologies.

• A minimum of 10 years of experience in Private Wealth management or Investment Advisory function.

• Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.).

• A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc.

• Solid understanding of Vendor (Addepar, InvestCloud, etc.) or in-house built Advisor Desktop/Portals and Salesforce CRM functions.

• Proficiency with SQL query and data analytics tools (Tableau, Cognos, etc.).

• Proficiency in Microsoft Excel, Visio, PowerPoint, and UX mock-up tools.

• Experience with Azure DevOps for agile management and/or JIRA.

• Strong presentation, writing, and communication skills.

Nice-to-Have / Preferred / Plus

• Familiarity with Private Investment landscape (Private Equity, Hedge Funds, etc.) and associated reporting and tools (Investment Cafe, Chronograph, etc.).

• Proficiency with business process workflow tools (Monday.com, Asana, etc.).

• Familiarity with proposal generation platforms (Aladdin Wealth, FMAX, etc.).

• Desired knowledge of FinTech solutions and options in the market for Private Bank/Wealth Management business.

• Familiarity with Vibe Coding concepts.

• A master’s degree (MBA or MS

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

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Compensation Details

The salary range for this role is $140,000-$170,000. 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 Berman 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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