Wealth Tech Enablement & Strategy Lead

Neuberger; New York (NY); On-site; USD 120,000 - 175,000; Full time

Benefits offered by this job

Discretionary bonus

Medical/dental/vision insurance

Retirement plan

Job summary

Neuberger is seeking a Private Wealth Business Enablement Officer in New York to lead the technology book of work, govern a multi-disciplinary program, and drive adoption of technology-enabled changes across Wealth, Operations, Compliance, and Finance. You will own prioritization, business case development, and KPI tracking to realize benefits.

The role requires 8+ years in Wealth/Asset Management with technology focus, excellent stakeholder management, and strong analytical skills to deliver

Qualifications

• 8+ years of experience in Wealth/Asset Management or related financial services with emphasis on technology portfolio management or business transformation.
• Proven success leading technology prioritization, budgeting, and roadmap management within governed portfolios.
• Strong business case development with financial evaluation and trade-off decisioning.
• Experience leading cross-functional requirements and scoping operating model/process changes beyond technology.
• Proven change management including training and communications for system/process rollouts with measurable adoption outcomes.
• Working knowledge of regulatory drivers impacting Private Wealth and technology/process implications.
• Exceptional stakeholder management, influencing, and communication skills.
• Ownership mentality and high attention to detail.

Responsibilities

• Own the development and execution of Private Wealth’s technology book of work.
• Lead demand intake, triage, and prioritization for Private Wealth technology initiatives.
• Coordinate sequencing of work across people, process, and platforms; manage dependencies.
• Build robust business cases with problem statements, options, cost/benefit, risks, and implementation plans.
• Define success criteria and KPIs for adoption, effectiveness, and client impact; track realized benefits.
• Lead cross-functional requirements creation and document scope, assumptions, and non-functional needs.
• Assess end-to-end implications beyond technology, including process redesign and controls.
• Ensure milestones and readiness gates (sign-offs, reviews, UAT, change management) are met.
• Lead stakeholder mapping, training strategy, communications planning, and adoption tracking.

Skills

Portfolio management

Change management

Business case development

Stakeholder management

Regulatory awareness

Job description

Neuberger is seeking a Private Wealth Business Enablement Officer in New York to lead the technology book of work, govern a multi-disciplinary program, and drive adoption of technology-enabled changes across Wealth, Operations, Compliance, and Finance. You will own prioritization, business case development, and KPI tracking to realize benefits.

The role requires 8+ years in Wealth/Asset Management with technology focus, excellent stakeholder management, and strong analytical skills to deliver