Wealth Operations & Process Excellence Analyst

Neuberger; New York (NY); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Comprehensive benefits including medical, dental, and vision insurance

Retirement plan

Paid time off

Discretionary bonus eligibility

Job summary

Neuberger in New York is looking for a Business Analyst to lead initiatives aimed at enhancing client service processes. The role involves analyzing current workflows, improving operational efficiency, and ensuring a seamless client experience in Wealth Management.

The candidate should possess strong analytical skills, a Bachelor’s degree, and a minimum of 5 years of relevant experience. A competitive salary ranging from $80,000 to $115,000 is offered, along with a comprehensive benefits package.

Qualifications

• 5+ years of experience in Wealth Management / Private Banking.
• Direct experience with client service, product ownership, or business analysis is a plus.
• Self-starter capable of making decisions independently.

Responsibilities

• Own and enhance all aspects of the Client Service journey.
• Create and maintain journey maps, process flows, and training materials.
• Analyze current operating model and recommend changes for efficiency.

Skills

Process mapping

Analytical skills

Workflow analysis

Change management

Communication skills

Time management

Education

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

Tools

Automation technologies

Digital transformation tools

Job description

Neuberger in New York is looking for a Business Analyst to lead initiatives aimed at enhancing client service processes. The role involves analyzing current workflows, improving operational efficiency, and ensuring a seamless client experience in Wealth Management.

The candidate should possess strong analytical skills, a Bachelor’s degree, and a minimum of 5 years of relevant experience. A competitive salary ranging from $80,000 to $115,000 is offered, along with a comprehensive benefits package.