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Senior Project Manager, Specialty Finance Operations – Lead fund launches, platform enablement, and cross‑functional project delivery in NYC
Hybrid role in New York with competitive $200k‑$250k salary, full executive reporting and equity‑free bonuses.
Senior Project Manager, Specialty Finance Operations (Fund Launch & Platform Enablement)
Description
We are seeking an experienced Program/Project Manager to lead the end‑to‑end delivery of specialty finance funds and external investment platforms focused on asset‑backed securities, credit facilities, whole‑loan platforms, and equipment leasing. This role is directly accountable for delivering successful fund and investment platform launches, owning end‑to‑end execution across internal workstreams and external service providers from structuring and formation through operational readiness and go‑live, with full responsibility for timelines, scope, and execution quality.
Responsibilities
- Build and own the integrated project plan (scope, milestones, owners, dependencies) for fund launches and investment platforms across all workstreams
- Lead cross‑workstream risk and issue resolution, proactively unblocking critical‑path decisions through ownership and escalation
- Provide transparent, executive-ready reporting to stakeholders, synthesizing progress, risks, and required decisions
- Leverage industry knowledge to guide fund and deal structuring ensuring that the optimal support model is designed and that legal/financing/servicing arrangements are executable
- Drive sequencing and execution of legal entity setup, account opening, and downstream operational dependencies to ensure an on‑time go-live for fund and deal closing
- Ensure financing and hedging arrangements are operationally aligned with fund and deal structures, timelines, and go‑live requirements
- Coordinate and manage deliverables and service expectations across external providers (outside counsel, fund administrators, custodians, loan platforms, data/technology vendors)
- Serve as the day‑to‑day operational contact for key providers during launch and post‑launch stabilization
- Design operating models to support new specialty finance products and platform capabilities
- Develop repeatable playbooks, templates and checklists that enable consistent execution as the platform grows
- Partner cross functionally to improve system integrations, data flows, and support processes that reduce manual effort and risk
Qualifications
- Required
- Bachelor’s degree
- 12–18+ years of experience in financial services, including 7–10+ years in specialty finance/asset-backed finance, structured credit, or credit‑focused alternatives
- In depth understanding of specialty finance/asset-backed finance lifecycles from origination through execution and ongoing management; examples include whole loan platforms, forward flow agreements, equipment leasing programs, cryptocurrency, etc.
- Deep knowledge of how fund structures, deal economics, hedging, and financing translate into operations, legal, and finance requirements
- Demonstrated success leading end to end fund launches and onboarding of forward flow platforms involving complex structures and multiple internal and external stakeholders
- Advanced proficiency in Microsoft Office and project management tools (e.g., MS Project, Monday.com)
- Preferred
- MBA, JD, or equivalent advanced degree
- Experience with Visio, Miro, Appian, Aladdin and Arcesium
Location
New York City; hybrid with a minimum of three days per week in office.
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Compensation Details
The salary range for this role is $200,000-$250,000. 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.
Legal Notice
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.
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 onlineaccommodations@nb.com .
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