Project Manager, Neuberger Wealth

Primary Responsibilities

• Implementation and Change Management
• Support the execution of core strategic priorities and initiatives across the Private Wealth business
• Contribute to seamless end-to-end delivery from current state to future state
• Help ensure progress against organizational goals
• Build and maintain strong partnerships with stakeholders across business lines
• Engage and collaborate closely with Control and Technology partners
• Affirmative action and diversity statement
• Process Transformation & Future-State Operating Model Development
• Conduct comprehensive inventories and diagnostics of processes
• Support the mapping of end-to-end workflows, governance structures, and role accountabilities
• Identify and prioritize opportunities for process improvement
• Design innovative, scalable solutions that modernize operations
• Align future-state vision and operating model design with broader strategic direction
• Monitoring and Continuous Improvement
• Establish governance and performance monitoring frameworks
• Proactively identify and address emerging opportunities for optimization
• Translate insights into actionable recommendations
• Capacity Planning & Financial Modeling
• Build and maintain capacity models
• Evaluate resourcing needs and workforce planning scenarios
• Develop and present financial models
• Integrate capacity and financial modeling insights into strategic planning and budgeting processes

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
• 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