Project Manager, Neuberger Wealth

Neuberger's Private Wealth business is seeking a driven, high-potential professional to support strategic process transformation and operational efficiencies across the platform. This role will contribute to developing the future-state operating model by evaluating processes, identifying improvement opportunities, and executing strategic initiatives from inception through delivery.

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 ensuring 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 appropriate risk, compliance, and systems considerations, translating business requirements into actionable solutions.
• 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, mapping 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 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.
• Participate in the design and development of forward-looking operating models that integrate process improvements, technology enablement, and organizational efficiencies, establishing future-state workflows, KPIs, and measurable success criteria.
• Collaborate with senior leadership to align the future-state vision and operating model design with the broader strategic direction of the Private Wealth business.
• 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.
• 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.

Requirements

• 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.
• Authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Skills

• Strategically minded with solid operational discipline and strong attention to detail.
• Highly organized, outcomes-driven, and deeply committed to team success.
• Intellectually curious, results-oriented professional who thrives in complex, ambiguous environments.

Pay

The salary range for this role is $90,000–$130,000. This range reflects the lowest to highest salary the firm in good faith believes it would pay at the time of posting. The final pay position within the range will be based on factors including relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, collective bargaining agreements, and business or organizational needs.

This role is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of the total comprehensive package.

Benefits

Neuberger offers a comprehensive package of benefits including:

• Paid time off.
• Medical, dental, and vision insurance.
• Retirement contributions.
• Life insurance and other benefits to eligible employees.