Client Service Operations Manager, Neuberger Wealth

Neuberger Berman; New York (NY); On-site; USD 115,000 - 125,000; Full time

Job summary

Neuberger Berman in New York seeks a Client Service Operations Manager for Team Kaminsky, a premier Private Wealth Management group. This hands-on leader will initially operate alongside the team while building systems, controls, and cadence to improve speed, accuracy, and scalability.

You will partner with portfolio managers, Operations, Compliance, and Technology to enhance onboarding and ongoing servicing, train staff on platforms, and set daily priorities, weekly reviews, and escalation

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in private wealth management operations, client service, or a comparable "process + execution" role within financial services.
• SIE, Series7, and66 required or ability to obtain within the firm’s timeline.
• Demonstrated ability to improve operational performance through systems thinking, strong judgment, and disciplined follow‑through.
• Strong understanding of operational risk, documentation standards, and working effectively in a regulated environment.
• Highly organized, detail‑oriented, and comfortable managing multiple competing priorities in a fast‑paced, client‑driven setting.
• Excellent communication skills and ability to partner across functions and influence without formal authority.
• Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows.
• Authorized to work in the United States without the need for current or future visa sponsorship.

Responsibilities

• Organize workflows, drive accountability, and ensure consistent execution across client servicing activities.
• Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk.
• Evaluate current‑state workflows, identify bottlenecks and friction points, and implement measurable improvements such as cycle‑time reduction, fewer reworks, and reduced break frequency.
• Partner closely with firm‑wide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing.
• Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign.
• Establish service standards and operating rhythms (daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow‑through.
• Own escalation management for client‑impacting operational issues, coordinating rapid resolution and implementing preventative fixes.
• Lead cross‑functional execution for complex or time‑sensitive client events (large asset transfers, multi‑account onboarding, urgent disbursements), ensuring clean handoffs and high‑quality outcomes.
• Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics, positioning the function to evolve into a managed group with direct reports.
• Remain hands‑on in day‑to‑day client servicing: support onboarding and account opening, coordinate money movements and account maintenance, and respond to client requests with a high‑touch approach and strong follow‑through.

Skills

SIE, Series 7, 66

Operational excellence

Process improvement

Strong communication

Regulatory environment knowledge

Cross-functional collaboration

Risk management

Education

Bachelor’s degree

Job description

Position Overview

The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a "player/coach" role for a hands‑on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability. The Manager will partner closely with all members of the portfolio management team and with the broader Operations, Compliance, and Business Controls teams to ensure a seamless and rewarding client experience.

Primary Responsibilities

• Act as the team’s day‑to‑day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities.
• Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk.
• Evaluate current‑state workflows, identify bottlenecks and friction points, and implement measurable improvements such as cycle‑time reduction, fewer reworks, and reduced break frequency.
• Partner closely with firm‑wide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing.
• Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign.
• Establish service standards and operating rhythms (daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow‑through.
• Own escalation management for client‑impacting operational issues, coordinating rapid resolution and implementing preventative fixes.
• Lead cross‑functional execution for complex or time‑sensitive client events (large asset transfers, multi‑account onboarding, urgent disbursements), ensuring clean handoffs and high‑quality outcomes.
• Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics, positioning the function to evolve into a managed group with direct reports.
• Remain hands‑on in day‑to‑day client servicing: support onboarding and account opening, coordinate money movements and account maintenance, and respond to client requests with a high‑touch approach and strong follow‑through.

Experience & Skills Qualifications

• Bachelor’s degree required.
• 10+ years of experience in private wealth management operations, client service, or a comparable "process + execution" role within financial services.
• SIE, Series7, and66 required or ability to obtain within the firm’s timeline.
• Demonstrated ability to improve operational performance through systems thinking, strong judgment, and disciplined follow‑through.
• Strong understanding of operational risk, documentation standards, and working effectively in a regulated environment.
• Highly organized, detail‑oriented, and comfortable managing multiple competing priorities in a fast‑paced, client‑driven setting.
• Excellent communication skills and ability to partner across functions and influence without formal authority.
• Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows.
• Authorized to work in the United States without the need for current or future visa sponsorship.

Compensation Details

The salary range for this role is $115,000–$125,000. The posted range represents the lowest to highest salary that Neuberger Berman intends to offer at the time of this posting. The actual salary may vary and may be modified in the future. The range applies only to positions performed in the job posting location.

Pay within the range will be based on factors including, but not limited to, education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue metrics, market benchmarking, and company discretion.

This role is eligible for discretionary bonus and production compensation, which combined with base salary and retirement contributions form a comprehensive total compensation package.

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 is 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.

Benefits

The company offers a comprehensive benefits package that includes paid time off, medical/dental/vision insurance, retirement, life insurance, and other benefits to eligible employees.

Equal Opportunity Employer

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.

Accessibility Assistance

If you would like assistance completing the application process or need accommodations for accessibility, please contact [e-mail].