Senior Wealth Platform & Experience Analyst

Neuberger; New York (NY); On-site; USD 175,000 - 250,000; Full time

Job summary

Neuberger Wealth is seeking a senior leader to drive process improvement and operational excellence across the Private Wealth platform. You will own end-to-end client and advisor journeys, from onboarding through reporting, and partner with Wealth Advisor Teams to re-imagine workflows and digital capabilities.

The role requires 12+ years in wealth management, deep knowledge of client engagement and advisor workflows, and a proven ability to manage complex programs, design future state models,

Qualifications

• 12+ years of experience in Wealth Management / Private Banking.
• Experience with client service, product ownership, or business analysis a plus.
• Deep understanding of Private Wealth business models, digital client engagement, and advisor workflows.
• 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.
• Candidate will manage and mentor junior Associate(s) reporting into them.
• 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

• Own and enhance Client and Advisor journeys across the Private Wealth business, including all touchpoints from account opening through maintenance to reporting
• Create journey maps, process flows, SOPs, and playbooks and training materials across end-to-end onboarding and maintenance journeys
• Set and deliver the vision of our future state model related to client onboarding and servicing journeys
• Identify friction points and implement enhancements that reduce handoffs, processing times, and error rates
• Analyze current operating model across roles and responsibilities supporting Client and Advisor journeys
• Evaluate current operating practices and implement best-in-class processes across the client lifecycle to drive efficiency, scalability, and risk reduction
• Overhaul and fully digitize client account opening and onboarding experience for a seamless process
• Partner with senior stakeholders to recommend and implement changes focused on efficiency and enhanced client experiences
• Establish and track SLAs and KPIs; implement feedback mechanisms for continuous improvement
• Drive technology enablement across key journeys and define a roadmap to the future state

Skills

Process mapping

Workflow analysis

Operational efficiency

Automation technologies

Digital transformation

Change management

Stakeholder management

Mentoring

Relationship building

Communication skills

Analytical skills

Strategic thinking

Attention to detail

Time management

Team player

Decision making

Education

Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering or related field

Lean Six Sigma, PMP or similar certifications

Job description

Neuberger Wealth is seeking a senior leader to drive process improvement and operational excellence across the Private Wealth platform. You will own end-to-end client and advisor journeys, from onboarding through reporting, and partner with Wealth Advisor Teams to re-imagine workflows and digital capabilities.

The role requires 12+ years in wealth management, deep knowledge of client engagement and advisor workflows, and a proven ability to manage complex programs, design future state models,