Senior Technical Project Manager - Private Markets

Socket.dev; New York (NY); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Healthcare benefits

Retirement plan

Paid time off

Job summary

Neuberger Berman in New York City is seeking a Senior Technology Project Manager with deep private wealth and asset management experience to lead multi-year software platform implementations and vendor integrations. You will oversee cross-functional workstreams, operating model redesigns, and data architecture upgrades in a hybrid in-office setting.

The role requires hands-on delivery of large-scale programs, strong stakeholder management, and a track record of successful software or vendor

Qualifications

• 10+ years in project/program management within financial services, with software or vendor implementations.
• Experience delivering technology and operations change in Private Wealth or asset management.
• Proven track record managing full lifecycle software or vendor platform implementations.
• Knowledge of Agile, Waterfall, and hybrid delivery methods and tailoring them to programs.

Responsibilities

• Partner with business and technology stakeholders to translate challenges into actionable project plans.
• Lead end-to-end delivery, defining scope, execution, and implementation.
• Act as liaison between NB and vendors for Deliverables, data integrations, and coordination.
• Drive operating model transformations, including process redesign and implementation.
• Perform data analysis and support data conversion strategies; identify gaps and remediation approaches.
• Map current-state to future-state processes and target architecture.
• Manage planning, milestones, risks, issues, dependencies across workstreams.
• Lead cross-functional teams to deliver on time, within budget, and to quality standards.
• Provide concise status updates to stakeholders and document decisions.

Skills

PM experience

Financial services

Vendor management

Stakeholder mgmt

Agile/Waterfall

MS Office suite

Education

Bachelor’s degree in Finance/Business/Technology

Tools

SQL

Snowflake

Visual Studio

Python

Claude CoPilot

VibeCoding

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. You will be responsible for managing complex, cross-functional workstreams involving front-to-back operating model redesign, system migrations, and data architecture upgrades.

The ideal candidate brings deep familiarity with private wealth, with hands-on experience delivering large-scale software implementations, vendor integrations, and operating model transformations.

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, and Python, business workflow tools, and VibeCoding is preferred

• 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 is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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.

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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [e-mail].

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