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NEXTMOVEFDE careers · United States
Neuberger Berman

Private Wealth Business Analyst

AI summary of the role

This role leads the definition and optimization of the Client Service journey for Neuberger Berman's Private Wealth business.

What you’ll do

  • Own and enhance all aspects of the Client Service journey across the Wealth business (transacting, trading, maintenance, inquiry, self-service)
  • Create and maintain journey maps, process flows, SOPs, playbooks, and training materials across the end-to-end client onboarding journey
  • Identify friction points and recommend enhancements to reduce handoffs, processing times, and error rates
  • Drive technology enablement including requirements creation, user testing, release coordination, and post-launch adoption

What you’ll bring

  • Bachelor's degree in Business Administration, Finance, Operations Management, Engineering, or related field
  • 5+ years of experience in Wealth Management / Private Banking
  • Strong knowledge of process mapping, workflow analysis, and operational efficiency tools
  • Proficiency in automation technologies and familiarity with digital transformation initiatives

Technologies

process mapping · workflow analysis · automation technologies · digital transformation · SLA tracking · KPI tracking · data dictionaries · validation rules

About Neuberger Berman

Private, employee-owned global investment manager running equity, fixed income, quant/multi-asset, private equity and hedge fund strategies for institutions, advisors and individuals.

Bootstrapped · 2000–5000 people

Source and classification

Deployment strategy · Evidence for this classification:

Summary: Neuberger Wealth is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing the efficiency, scalability, and effectiveness of the Neuberger Wealth business by evaluating current processes, identifying opportunities for improvement, and driving implementation efforts. The role requires a blend of strategic thinking, operational expertise, and change management capabilities. As a member of the Wealth Platforms & Experience organization, the role of Client Service Journey Owner will be responsible for the ownership and execution of several strategic programs and analyses related to Private Wealth’s Client Service Journey. The candidate will be a detail oriented strategic thinker with a passion for solving complex problems, dealing with
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Employer postings · Data from · Sources