Senior Associate - Private Wealth Digital Platforms & Client Experience

Primary Responsibilities

• Identify and recommend client-centric enhancements to the online client portal and app to drive meaningful improvements in the overall client experience
• Partner with internal technology teams and third-party fintech firms to define requirements and perform quality assurance on new features, confirming solutions are aligned with objectives and meet quality standards
• Support the client portal by addressing inquiries from Neuberger wealth teams, troubleshooting and resolving issues, and documenting solutions to prevent recurrence
• Collaborate with internal teams, including Marketing, Legal & Compliance, Operations, and Technology, to define, draft, and distribute external client communications
• Leverage Salesforce advisor book data to analyze client segments, assess the reach and impact of client communications, and translate insights from large data sets into actionable outcomes using tools such as Excel and Tableau
• Evaluate current communication processes and recommend operational and technological improvements to enhance efficiency and effectiveness
• Present upcoming process and system enhancements, as well as planned client communications, to Neuberger wealth teams to maintain awareness of firm-wide and industry events and initiatives

Qualifications

• Bachelor’s degree required
• Minimum 3 years of experience in financial services, preferably in wealth management or private banking, with a focus on client portals, reporting, and communications
• Experience with client-facing online access platforms is a plus, with the ability to support and enhance digital client interactions
• Strong written and verbal communication skills, with the ability to convey complex information clearly and concisely
• Demonstrated ability to collaborate across business units and support functions to achieve shared goals
• Detail-oriented and organized, with strong follow-up skills to support accuracy, timely completion of tasks, and effective project tracking
• Proven ability to take initiative, drive projects forward, and lead meetings to deliver results

Experience & Skills

• Experience with client-facing online access platforms is a plus, with the ability to support and enhance digital client interactions
• Strong written and verbal communication skills, with the ability to convey complex information clearly and concisely
• Demonstrated ability to collaborate across business units and support functions to achieve shared goals
• Detail-oriented and organized, with strong follow-up skills to support accuracy, timely completion of tasks, and effective project tracking
• Proven ability to take initiative, drive projects forward, and lead meetings to deliver results

Compensation Details

The salary range for this role is $90,000-$110,000. 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.

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.