Senior Technical Project Manager - Private Markets

Neuberger Berman; New York (NY); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid time off

Medical/dental/vision insurance

Retirement contributions

Discretionary bonus

Job summary

Neuberger Berman is looking for an experienced Senior Technology Project Manager to oversee multi-year programs in New York. This role requires extensive project management skills, with responsibilities ranging from defining requirements to vendor management and data analysis.

Candidates should possess strong financial services experience, particularly in private wealth management. The position is hybrid, requiring a minimum of two days per week in office, and includes a competitive salary and comprehensive benefits package.

Qualifications

• 10+ years of project/program management experience.
• Experience in financial services transformation initiatives.
• Proven track record with software or vendor platform implementations.

Responsibilities

• Lead end-to-end project delivery including scope definition and execution.
• Manage project planning, milestones, and risks across multiple workstreams.
• Act as a primary liaison between Neuberger Berman and external vendors.

Skills

Project management

Stakeholder management

Process reengineering

Budget management

Data analysis

Microsoft Excel

Agile methodologies

SQL

Education

Bachelor’s degree in Finance, Business, Technology, or related field

Tools

Microsoft Project

Visio

PowerPoint

Snowflake

Visual Studio

Claude CoPilot

Python

Job description

We are seeking an experienced Senior Technology Project Manager with strong private wealth management and/or asset management experience to support Neuberger’s multi-year programs focused on strategic software platform implementation, process re‑engineering, and vendor application integrations.

Key Responsibilities

• Partner with business and technology stakeholders to understand business challenges, define requirements, and translate them into actionable project plans.
• Lead end-to-end project delivery, including scope definition, execution, and implementation.
• Act as a primary liaison between NB and external vendors, overseeing deliverables, data integrations, and overall coordination.
• Drive front-to-back operating model transformation, including process redesign and implementation.
• Perform data analysis and support data conversion strategy, including identifying gaps, discrepancies, and remediation approaches.
• Map current-state processes and systems to future-state solutions and target architecture.
• Manage project planning, milestones, risks, issues, and dependencies across multiple workstreams.
• Lead cross-functional teams to deliver projects on time, within budget, and to defined quality standards.
• Provide regular, concise status reporting to stakeholders, including progress, risks, and key decisions required.
• Oversee testing strategy and execution, including UAT coordination and validation of business outcomes.

Required Qualifications

• 10+ years of project/program management experience, with at least 4 years focused on financial services transformation initiatives with direct experience in software or vendor implementation projects.
• Demonstrated experience delivering technology and operations change within Private Wealth or asset management environments.
• Proven track record of managing full lifecycle software or vendor platform implementations.
• Strong knowledge of project delivery methodologies (Agile, Waterfall, hybrid) with the ability to tailor approaches to program needs.
• Exceptional stakeholder management skills, with experience engaging senior leadership, investment professionals, operations, and technology teams.
• Strong commercial acumen, including experience managing budgets, vendor contracts, and third-party delivery teams.
• Advanced proficiency in Microsoft Excel, Visio, MS Project, and PowerPoint; strong command of project and process documentation standards.
• Bachelor’s degree in Finance, Business, Technology, or a related field.

Preferred Qualifications

• PMP or Agile (SAFe, Scrum Master) certification.
• Proficiency in SQL, experience with Snowflake, Visual Studio, Claude CoPilot, Python, business workflow tools, and VibeCoding.
• Experience leading initiatives with a focus on data management.
• Familiarity with emerging trends in Private Wealth, including AI-driven analytics, workflow automation, and digital capabilities.

Location

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

Compensation Details

The salary range for this role in Illinois is $150,000‑$180,000 and the salary range for the role in New York is $150,000‑$180,000. This range may be modified in the future and does not represent a guaranteed maximum or minimum. The employee’s pay position within the range is based on relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, and market benchmarking data. The position is eligible for discretionary bonus, retirement contributions, and a comprehensive benefits package.

Benefits

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance, and other benefits to eligible employees.

Work Authorization

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

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.