Private Wealth Tech Enablement Lead

Neuberger; New York (NY); On-site; USD 120,000 - 175,000; Full time

Job summary

Neuberger Partners is seeking a Private Wealth Business Enablement Officer in New York to lead technology strategy, budgeting, and governance for the Private Wealth book of work. You will coordinate across Private Wealth, Technology, Operations, Compliance, and Finance to define requirements, size initiatives, and manage the full lifecycle of technology-enabled programs.

The role requires 8+ years in wealth/asset management or related financial services with a focus on technology portfolio

Qualifications

• 8+ years of experience in Wealth/Asset Management or related financial services with emphasis on technology portfolio management, product/portfolio ownership, or business transformation.
• Proven success leading technology prioritization, budgeting, and roadmap management within governed portfolios.
• Strong business case development skills; proficiency in financial evaluation and trade-off decisioning.
• Experience leading cross-functional requirements and scoping operating model/process changes beyond technology.
• Proven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomes.

Responsibilities

• Own the development and execution of Private Wealth’s technology book of work.
• Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives.
• Maintain an understanding of all strategic initiatives across the business for sequencing work and managing dependencies across people, process, and platforms.
• Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals.
• Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized.
• Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs.
• Assess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training).
• Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met.
• Lead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking for all technology-enabled change.

Skills

Wealth/Asset Management

Technology portfolio management

Budgeting & ROI analysis

Change management

Stakeholder management

Job description

Neuberger Partners is seeking a Private Wealth Business Enablement Officer in New York to lead technology strategy, budgeting, and governance for the Private Wealth book of work. You will coordinate across Private Wealth, Technology, Operations, Compliance, and Finance to define requirements, size initiatives, and manage the full lifecycle of technology-enabled programs.

The role requires 8+ years in wealth/asset management or related financial services with a focus on technology portfolio