Private Wealth Client Operations Lead

Neuberger; New York (NY); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Life insurance

Job summary

Neuberger is seeking a Client Service Operations Manager in New York to lead a hands‑on, player/coach team for Private Wealth Management, building scalable processes, partnering across Operations, Compliance, and Technology, and owning escalation and risk controls.

This role also covers day‑to‑day client servicing, onboarding, money movements, and account maintenance with a high‑touch approach, while driving growth through clear roles and measurable metrics.

Qualifications

• 10+ years of experience in private wealth management operations, client service, or a comparable process + execution role.

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 (e.g., cycle‑time reduction, fewer reworks, reduced break frequency).
• Partner closely with firmwide 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 (e.g., 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/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.

Skills

10+ years experience in private wealth

Education

SIE

Series 7

Series 66

Job description

Neuberger is seeking a Client Service Operations Manager in New York to lead a hands‑on, player/coach team for Private Wealth Management, building scalable processes, partnering across Operations, Compliance, and Technology, and owning escalation and risk controls.

This role also covers day‑to‑day client servicing, onboarding, money movements, and account maintenance with a high‑touch approach, while driving growth through clear roles and measurable metrics.