Private Wealth Operations & Process Improvement Lead

Neuberger; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

Neuberger's Private Wealth division is seeking a results-driven Business Associate to lead strategic programs focused on process improvement and operational excellence. The role requires evaluating current processes, mapping workflows, and driving the design of future-state operating models to enhance efficiency and scalability.

The ideal candidate will be a detail-oriented strategic thinker with strong change management capabilities, customer focus, and a track record of delivering measurable

Qualifications

• Bachelor's degree in Business Administration, Finance, Operations Management, Engineering, or a related field. Advanced degree or certifications such as Lean Six Sigma, PMP, or similar are a plus.
• 3+ years of experience in process improvement, operational excellence, or related roles
• Experience within the financial services industry, private wealth management highly preferred
• Strong knowledge of process mapping, workflow analysis, and operational efficiency tools
• Proficiency in automation technologies and familiarity with digital transformation initiatives
• Expertise in change management principles and techniques
• Candidate must be a self-starter with the ability to operate independently and make decisions
• Ability to build relationships and partner across a complex organization
• Ability to multi-task and manage multiple simultaneous projects
• Ability to influence seniors and stakeholders outside of your span of control
• Excellent time management, follow-through, and project delivery skills
• Exceptional written and verbal communication skills, able to simplify complexity
• Exceptional analytical skills
• Strategic thinker
• Strong attention to detail
• Highly organized
• Owner of outcomes
• Team player

Responsibilities

• Process Inventory and Assessment: Conduct a comprehensive inventory of all current processes within the Private Wealth business
• Map out workflows, roles, and responsibilities to fully understand the existing operating model
• Identify manual, duplicative, or unnecessary steps in current processes
• Opportunity Identification and Design: Pinpoint areas for process enhancement, including automation opportunities and strategic redesign of workflows
• Propose innovative solutions to streamline operations while maintaining compliance and quality
• Recommend changes to organizational structure and roles & responsibilities to align with optimized processes
• Future-State Operating Model Development: Develop a forward-looking operating model that incorporates process improvements, automation, and enhanced efficiency
• Document future-state workflows and define measurable goals for success
• Implementation and Change Management: Lead the execution of process enhancements, ensuring seamless transition from current state to future state
• Collaborate with stakeholders to align on changes and secure buy-in across impacted teams
• Implement change management strategies to drive adoption of new processes and tools
• Provide training and support to teams to ensure successful implementation of process changes
• Monitoring and Continuous Improvement: Establish metrics to track the effectiveness of implemented changes
• Monitor ongoing performance of processes and identify additional areas for improvement
• Act as a champion for continuous improvement within the Private Wealth business

Skills

Process mapping

Workflow analysis

Operational excellence

Analytical skills

Strategic thinking

Change management

Communication

Project delivery

Relationship building

Team player

Education

Bachelor's degree in Business Administration/Finance/Operations Management/Engineering

Lean Six Sigma

PMP

Job description

Neuberger's Private Wealth division is seeking a results-driven Business Associate to lead strategic programs focused on process improvement and operational excellence. The role requires evaluating current processes, mapping workflows, and driving the design of future-state operating models to enhance efficiency and scalability.

The ideal candidate will be a detail-oriented strategic thinker with strong change management capabilities, customer focus, and a track record of delivering measurable