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Senior Project Manager, Neuberger Wealth – Lead strategic process transformation in Private Wealth.
Drive operational excellence, change management, and capacity planning across the New York platform.
Position Overview
Neuberger's Private Wealth business is seeking an experienced, high-impact leader to serve as a Senior Project Manager driving strategic process transformation and efficiencies across the platform. This individual will serve as a key organizational thought partner, shaping the future-state operating model of the Private Wealth business by evaluating processes, identifying high-value opportunities for improvement, and leading large-scale implementation efforts from inception through execution.
The Senior Project Manager will be accountable for the ownership and advancement of several high-priority strategic programs directly tied to the growth, scalability, and organizational design of Neuberger's Private Wealth platform.
Our ideal candidate is an intellectually curious, result-oriented leader who thrives in complex, ambiguous environments. They bring a track record of influencing senior stakeholders, architecting scalable solutions, and championing a culture of continuous improvement.
Implementation and Change Management
Serve as the lead driver of core strategic priorities and initiatives across the Private Wealth business, overseeing seamless end-to-end execution from current state to future state and ensuring delivery against organizational goals
Build and maintain strong partnerships with senior stakeholders across business lines to ensure 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 the appropriate risk, compliance, and systems considerations - translating business requirements into actionable solutions and driving alignment across all enabling functions
Design and deploy change management frameworks that accelerate adoption, reduce friction, and embed new ways of working across impacted teams
Champion the development and delivery of training programs and enablement resources that equip teams for successful, lasting implementation
Process Transformation & Future-State Operating Model Development
Lead a comprehensive, business-wide inventory and diagnostic of all processes within the Private Wealth business, directing the mapping of end-to-end workflows, governance structures, and role accountabilities to develop a holistic view of the current operating model
Identify and prioritize the elimination of manual, duplicative, or inefficient process steps, leveraging advanced analytical frameworks to evaluate enhancement opportunities - including automation, workflow redesign, and strategic consolidation - while quantifying the downstream impact on scalability, risk, and client experience
Architect innovative, scalable solutions that modernize operations while preserving regulatory compliance and service quality standards, providing executive-level recommendations on organizational structure, governance, and role realignment to support optimized, future-ready operating models
Lead the design and development of a comprehensive, forward-looking operating model that integrates process improvements, technology enablement, and organizational efficiencies - establishing clearly defined future-state workflows, KPIs, and measurable success criteria to guide execution and accountability
Partner with senior leadership to align the future-state vision and operating model design with the broader strategic direction of the Private Wealth business
Monitoring and Continuous Improvement
Establish robust governance and performance monitoring frameworks to measure the effectiveness, sustainability, and ROI of implemented changes
Proactively identify emerging opportunities for further optimization and translate insights into actionable initiatives
Serve as a recognized internal champion and subject matter authority for operational excellence and continuous improvement culture across the Private Wealth business
Capacity Planning & Financial Modeling
Proven expertise in building and managing capacity models to evaluate resourcing needs, workforce planning scenarios, and organizational scalability across complex business environments
Advanced financial modeling skills, including the ability to develop, stress-test, and present models that quantify business opportunities, operational efficiency gains, and investment trade-offs
Experience collaborating with Finance and HR partners to integrate capacity and financial modeling insights into strategic planning and budgeting processes
Experience & Skills Qualifications
- Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or a related field required; Advanced degree (MBA or equivalent) a plus
- 8+ years of progressive experience in process improvement, operational excellence, strategic program management, or related disciplines
- Deep expertise within the financial services industry; prior experience in private wealth management strongly preferred
- Advanced proficiency in process mapping methodologies, workflow analysis, and operational efficiency frameworks at an enterprise scale
- Mastery of change management principles, with a proven track record of driving adoption across large, complex organizations
- Ability to operate independently, make sound decisions even when dealing with ambiguity, and drive outcomes without close direction
- Exceptional ability to build trusted relationships, influence senior leadership, and drive alignment across a matrixed organization
- Demonstrated success managing multiple high-priority programs simultaneously while maintaining precision and delivery excellence
- Outstanding executive communication skills (both written and verbal) - with the ability to distill complexity into clear, compelling narratives
- Superior analytical and critical thinking skills, with the ability to translate data into insight and action
- Strong operational discipline and relentless attention to detail
- Highly organized, outcomes-oriented, and deeply committed to team success
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.
Compensation Details
The salary range for this role is $150,000-$180,000. 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.
Equal Opportunity
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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