Private Wealth Senior Business Analyst

Position Overview:

Neuberger Wealth is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing the efficiency, scalability, and effectiveness of the Neuberger Wealth business by evaluating current processes, identifying opportunities for improvement, and driving implementation efforts. The role requires a blend of strategic thinking, operational expertise, and change management capabilities.

As a senior member of the Wealth Platforms & Experience organization, this role will be responsible for the ownership and execution of several strategic programs and analyses related to our Client and Advisor experiences. This includes activities related to the entirety of the client/account lifecycle, including everything from onboarding, maintenance, reporting, and experience, as well as their impact on Advisor tools and workflows.

Working closely with our Wealth Advisor Teams, as well as stakeholders from across the firm, this leader will advocate for a re-imagined platform that can deliver our future state capabilities for both Client and Advisor experiences.

Our choice candidate will be a detail oriented strategic thinker with a passion for solving complex problems, dealing with ambiguity, organizational design, and who possesses an unrelenting customer obsession and a strong desire to make their mark on the organization. The candidate will bring an experienced lens to analyze our current state and identify what could be integrated or improved further; while owning the implementation plan. We are looking for 12+ years of direct wealth management home office experience in roles across Operations or Business Architecture. This role is pivotal to the ongoing Private Wealth transformation, ensuring best-in-class experiences, digital enablement, and operational excellence.

Primary Responsibilities:

Journey Definition & Ownership:

Own and enhance all aspects of the Client and Advisor journeys across the Private Wealth business, including all touchpoints from account opening through maintenance to reporting

Create and maintain journey maps, process flows, SOPs, and playbooks and training materials across the end-to-end client onboarding and maintenance journeys, which then informs our thinking for our next generation wealth platform

Set and deliver the vision of our future state model, specifically as it relates to client onboarding and servicing journeys

Identify friction points and implement enhancements that reduce handoffs, processing times, and error rates

Analyze current operating model, inclusive of roles and responsibilities across all areas supporting the Client and Advisor journeys

Evaluate current operating practices and implement best-in-class business processes across all aspects of the client lifecycle to drive efficiency, scalability, and risk reduction

Overhaul and fully digitize the client account opening and onboarding experience to deliver a seamless, efficient, and highly engaging process

Partner with senior level stakeholders across the firm to recommend, own, and implement changes focused on efficiency and enhanced client experiences

Establish and track SLAs and KPIs

Implement feedback mechanisms to ensure prioritization and continuous improvement efforts of platform features and business processes are accounting for Advisor and Client preferences

Technology Enablement:

Drive all aspects of technology enablement across key journeys

Define key elements of future state vision and define roadmap to execute

Lead transformative efforts across the entirety of the Client and Advisor experiences

Own digital elements of Client experience as it relates to account opening, reporting, mobile app, web portal, etc.

Lead conversations with stakeholders to deliver enhancements inclusive of business requirements creation, user test scripting, release coordination, and post-launch adoption and performance

Experience & Skills Qualifications:

Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering or a related field. Advanced degree or certifications such as Lean Six Sigma, PMP, or similar are a plus

12+ years of experience in Wealth Management / Private Banking. Direct 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 t…