Senior Associate - Private Wealth Platforms & Experience

The Senior Associate – Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman’s Private Wealth clients. This role focuses on identifying and implementing client-centric enhancements to online access platforms, ensuring seamless and efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client communications. Success in this role requires a passion for elevating client experiences and a commitment to continuous improvement.

Key Responsibilities

• Identify and recommend client-centric enhancements to the online access 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, ensuring solutions are aligned with objectives and meet quality standards

• Provide support for the online access portal by addressing inquiries from private wealth teams, efficiently 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

• Evaluate current communication processes and recommend operational and technological improvements to enhance efficiency and effectiveness

• Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive enhancements to improve the suite of client reports

• Present upcoming process and system enhancements, as well as planned client communications, to all private wealth teams to ensure awareness of firm-wide and industry events and initiatives

Qualifications

• Bachelor’s degree required

• Minimum 3+ years’ experience in financial services, with a strong preference for wealth management or private banking

• Exceptional written and verbal communication skills, with the ability to convey complex information clearly and effectively

• Strong team player, adept at collaborating across business units and support functions to achieve shared goals

• Detail-oriented and organized, with excellent follow-up skills to ensure accuracy, timely completion of tasks, and effective project tracking

• Demonstrated initiative in driving projects forward and leading meetings to foster progress and deliver results

• Experience with client-facing online access platforms is highly desirable, demonstrating the ability to support and enhance digital client interactions

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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. 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, 401(k), 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.

Neuberger Berman 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 [email protected].

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