Technical Product Manager - Client Onboarding

Neuberger’s Technology team is seeking a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff through go-live. You will partner with client stakeholders and internal technology and business teams to define requirements, align timelines and dependencies, drive issue resolution, and ensure readiness across data, integrations, access, and operational workflows. You’ll own clear communication, documentation, and governance to deliver a controlled, repeatable onboarding experience and successful client outcomes. Responsibilities: Own end-to-end technical onboarding execution for new clients, coordinating activities from kickoff through go-live and handoff to BAU support. Drive cross-team planning across Engineering, Data, Infrastructure/Cloud, Network, Information Security, and Support to align scope, milestones, dependencies, and resourcing. Develop effective communication plans including management reporting, tracking, and senior management presentations Lead technical discovery with the client and internal partners to capture requirements (data feeds, file formats, APIs, SSO, entitlements, environments), document decisions, and confirm acceptance criteria. Coordinate data and integration delivery: manage interface specifications, data mapping, secure transfer setup, connectivity validation, and end-to-end workflow readin [... source excerpt omitted ...] intain RAID logs, facilitate regular tech working sessions and stakeholder readouts, escalate blockers, and publish clear status updates, documentation, and runbooks for handoff. Requirements: 5+ years of experience in product management, business analysis, and solution design, particularly in financial services. Familiarity with portfolio management workflows (e.g., idea generation, research management, PM workflows, portfolio construction, performance/attribution, risk, compliance) and how data flows across them. Hands-on with SQL; proficiency with Python for analysis/prototyping and Tableau (or similar BI) for visualization. Exposure to generative AI/agentic frameworks and th [... source excerpt omitted ...] obs 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/den