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Senior Wealth Platform & Process Transformation Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-13
Listing for:
PVH (Tommy Hilfiger/Calvin Klein)
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Neuberger Wealth seeks a strategic leader to drive process improvement and operational excellence across Client and Advisor journeys in Private Wealth. You will own end-to-end experiences from onboarding to reporting, partner with Wealth Advisor Teams, and guide digital enablement initiatives to improve efficiency and client satisfaction.
The role requires 12+ years in Wealth Management, strong change management, and the ability to design and implement scalable playbooks and KPI-driven
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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