Project Manager, Neuberger Wealth

Position Overview:

Neuberger's Private Wealth business is seeking a driven, high-potential professional to serve as a Project Manager supporting strategic process transformation and operational efficiencies across the platform. This individual will serve as a key contributor and organizational partner, supporting the development of the future-state operating model of the Private Wealth business by evaluating processes, identifying opportunities for improvement, and playing an active role in the execution of strategic initiatives from inception through delivery.

The Project Manager will be responsible for contributing to and advancing several high-priority strategic programs directly tied to the growth, scalability, and organizational design of Neuberger's Private Wealth platform.

Our ideal candidate is an intellectually curious, results-oriented professional who thrives in complex, ambiguous environments. They bring a growing track record of partnering with senior stakeholders, contributing to scalable solutions, and supporting a culture of continuous improvement.

Primary Responsibilities:

Implementation and Change Management:

Support the execution of core strategic priorities and initiatives across the Private Wealth business, contributing to seamless end-to-end delivery from current state to future state and helping ensure progress against organizational goals

Build and maintain strong partnerships with stakeholders across business lines to support strategic alignment, cross-functional collaboration, and sustained organizational buy-in

Engage and collaborate closely with Control and Technology partners to ensure strategic initiatives are executed with the appropriate risk, compliance, and systems considerations — translating business requirements into actionable solutions and supporting alignment across all enabling functions

Assist in the design and deployment of change management frameworks that accelerate adoption, reduce friction, and embed new ways of working across impacted teams

Support the development and delivery of training programs and enablement resources that equip teams for successful, lasting implementation

Process Transformation & Future-State Operating Model Development:

Conduct comprehensive inventories and diagnostics of processes within the Private Wealth business, supporting the mapping of end-to-end workflows, governance structures, and role accountabilities to develop a clear view of the current operating model

Identify and prioritize the elimination of manual, duplicative, or inefficient process steps, applying analytical frameworks to evaluate enhancement opportunities - including automation, workflow redesign, and strategic consolidation - while assessing the downstream impact on scalability, risk, and client experience

Contribute to the design of innovative, scalable solutions that modernize operations while preserving regulatory compliance and service quality standards, supporting recommendations on organizational structure, governance, and role realignment to enable optimized, future-ready operating models

Participate in the design and development of forward-looking operating models that integrate process improvements, technology enablement, and organizational efficiencies - helping establish future-state workflows, KPIs, and measurable success criteria to guide execution and accountability

Collaborate with senior leadership to help align the future-state vision and operating model design with the broader strategic direction of the Private Wealth business

Monitoring and Continuous Improvement:

Support the establishment of governance and performance monitoring frameworks to measure the effectiveness, sustainability, and impact of implemented changes

Proactively identify emerging opportunities for further optimization and translate insights into actionable recommendations

Act as an internal advocate and developing subject matter resource for operational excellence and continuous improvement practices across the Private Wealth business

Capacity Planning & Financial Modeling:

Build and maintain capacity models to evaluate resourcing needs, workforce planning scenarios, and organizational scalability to support business decision-making

Develop and present financial models that quantify business opportunities, operational efficiency gains, and investment trade-offs to inform strategic priorities

Collaborate with Finance and HR partners to integrate capacity and financial modeling insights into strategic planning and budgeting processes

Experience & Skills Qualifications:

Bachelor's degree in Business Administration, Finance, Operations Management, Engineering, or a related field required; Advanced degree (MBA or equivalent) a plus

5+ years of progressive experience in process improvement, operational excellence, strategic program management, or related disciplines, with demonstrated growth in scope and responsibility over time

Experience within the financial servi…