Client Service Operations Manager, Wealth

Position Overview

The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a “player/coach” role for a hands‑on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability. The Manager will partner closely with all members of the portfolio management team as well as own the relationship with the broader Operations, Compliance, and Business Controls teams at the firm to ensure a seamless and rewarding client experience.

• Act as the team’s day‑to‑day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities.
• Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk.
• Evaluate current‑state workflows, identify bottlenecks and friction points, and implement measurable improvements (e.g., cycle‑time reduction, fewer reworks, reduced break frequency).
• Partner closely with firmwide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing.
• Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign.
• Establish service standards and operating rhythms (e.g., daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow‑through.
• Own escalation management for client‑impacting operational issues, coordinating rapid resolution, and implementing preventative fixes.
• Lead cross‑functional execution for complex/time‑sensitive client events (large asset transfers, multi‑account onboarding, urgent disbursements), ensuring clean handoffs and high‑quality outcomes.
• Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics—positioning the function to evolve into a managed group with direct reports.

• In addition to operational leadership, the Manager will remain hands‑on in day‑to‑day client servicing. This includes supporting onboarding and account opening, coordinating money movements and account maintenance, and responding to client requests with a high‑touch approach and strong follow‑through.

• Bachelor’s degree required.
• 10+ years of experience in private wealth management operations, client service, or a comparable “process + execution” role within financial services.
• SIE, Series 7, and 66 required or ability to obtain within the firm's timeline.
• Demonstrated ability to improve operational performance through systems thinking, strong judgment, and disciplined follow‑through.
• Strong understanding of operational risk, documentation standards, and working effectively in a regulated environment.
• Highly organized, detail‑oriented, and comfortable managing multiple competing priorities in a fast‑paced, client‑driven setting.
• Excellent communication skills and the ability to partner across functions and influence without formal authority.
• Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

The salary range for this role is $175,000-$225,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location.

An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel…