Senior Project Manager, Specialty Finance Operations (Fund Launch & Platform Enablement)

Neuberger Berman; New York (NY); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plans

Life insurance

Job summary

Neuberger Berman is looking for an experienced Program/Project Manager based in New York City. This role involves leading the delivery of specialty finance funds and investment platforms, ensuring the successful execution of fund launches from inception to go-live. Candidates should have at least 12 years of experience in financial services, with a strong emphasis on specialty finance, and demonstrate proficiency in project management tools.

The position offers a hybrid work model, providing flexibility while requiring some in-office presence. Salary ranges from $200,000 to $250,000, alongside other comprehensive benefits including health insurance and retirement plans.

Qualifications

• 12–18+ years of experience in financial services, including 7–10+ years in specialty finance.
• Demonstrated success in leading fund launches and onboarding complex platforms.
• In-depth understanding of specialty finance lifecycles and operations.

Responsibilities

• Lead end-to-end execution of fund launches and investment platforms.
• Build and own integrated project plans for fund launches.
• Manage deliverables across multiple external service providers.

Skills

Specialty finance expertise

Project management tools proficiency

Risk and issue resolution

Cross-functional collaboration

Education

Bachelor's degree

MBA, JD, or equivalent advanced degree

Tools

Microsoft Office

MS Project

Monday.com

Visio

Miro

Appian

Aladdin

Arcesium

Job description

We are seeking an experienced Program/Project Manager to lead the end‑to‑end delivery of specialty finance funds and external investment platforms focused on asset‑backed securities, credit facilities, whole‑loan platforms, and equipment leasing. This role is directly accountable for delivering successful fund and investment platform launches, owning end‑to‑end execution across internal workstreams and external service providers from structuring and formation through operational readiness and go‑live, with full responsibility for timelines, scope, and execution quality. The role requires deep specialty finance expertise and the ability to drive timely decisions and execution in a fast‑paced environment. The Program/Project Manager partners with Product Development and Alternatives investment teams in a strategic planning capacity to shape and align the strategic plan, desired outcomes, and target timelines. The role also operates in partnership with senior leaders across the firm to drive day‑to‑day execution, managing delivery across multiple concurrent priorities and time‑sensitive deliverables while communicating progress, risks, and key decision points in executive forums.

Responsibilities

• Build and own the integrated project plan (scope, milestones, owners, dependencies) for fund launches and investment platforms across all workstreams.
• Lead cross‑workstream risk and issue resolution, proactively unblocking critical‑path decisions through ownership and escalation.
• Provide transparent, executive‑ready reporting to stakeholders, synthesizing progress, risks, and required decisions.
• Leverage industry knowledge to guide fund and deal structuring ensuring that the optimal support model is designed and that legal/financing/servicing arrangements are executable.
• Drive sequencing and execution of legal entity setup, account opening, and downstream operational dependencies to ensure an on‑time go‑live for fund and deal closing.
• Ensure financing and hedging arrangements are operationally aligned with fund and deal structures, timelines, and go‑live requirements.
• Coordinate and manage deliverables and service expectations across external providers (outside counsel, fund administrators, custodians, loan platforms, data/technology vendors).
• Serve as the day‑to‑day operational contact for key providers during launch and post‑launch stabilization.
• Design operating models to support new specialty finance products and platform capabilities.
• Develop repeatable playbooks, templates and checklists that enable consistent execution as the platform grows.
• Partner cross‑functionally to improve system integrations, data flows, and support processes that reduce manual effort and risk.

Qualifications

• Required Bachelor’s degree.
• 12–18+ years of experience in financial services, including 7–10+ years in specialty finance, structured credit, or credit‑focused alternatives.
• In‑depth understanding of specialty finance lifecycles from origination through execution and ongoing management; examples include whole loan platforms, forward flow agreements, equipment leasing programs, cryptocurrency, etc.
• Deep knowledge of how fund structures, deal economics, hedging, and financing translate into operations, legal, and finance requirements.
• Demonstrated success leading end‑to‑end fund launches and onboarding of forward flow platforms involving complex structures and multiple internal and external stakeholders.
• Advanced proficiency in Microsoft Office and project management tools (e.g., MS Project, Monday.com).
• Preferred MBA, JD, or equivalent advanced degree.
• Experience with Visio, Miro, Appian, Aladdin, and Arcesium.

Location

New York City; hybrid with a minimum of three days per week in office.

Compensation

The salary range for this role is $200,000–$250,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. The range may be modified in the future and the employee’s pay position within the range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, seniority, geographic location, performance, and business needs. The job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement plans
• Life insurance
• 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.