Senior Technical Product Manager – Private Wealth Management

Location: New York

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** Senior Technical Product Manager – Private Wealth Management**## at###
** Description
* * We are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, problem-solving, and leadership skills. It requires the ability to work effectively with individuals at all levels of the organization, both within Technology and the Private Wealth business.

This individual would support Neuberger Berman’s multi-year strategic program focused on delivering technology products and a platform supporting Wealth Advisors and their clients. Product solutions will include both in-house development and vendor application integrations. You will be responsible for user engagement, current/future state process and solutions documentation, Technology deliverables, and planning/tracking implementations. Responsibilities:
Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and current processes. Lead the user experience and end-user reporting integration for various tools and technologies used or targeted for internal advisors and portfolio management teams. Manage multiple complex initiatives simultaneously, ensuring timely completion and alignment with organizational goals. This includes coordinating among team members, stakeholders, and cross-functional partners, delegating tasks, identifying and escalating risks, and managing timelines.

Partner with advisors and other business control functions to identify and analyze current and future needs for private wealth monthly/quarterly client-facing reporting. Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools. Own and lead the setting of project scope, execution, and implementation. Act as the liaison between Neuberger Berman and vendors, overseeing documentation, data feeds, meetings, and communication.

Understand current processes and tools used by Neuberger Berman and map target state requirements for existing or new systems. Ensure timely milestone achievement and regularly update and communicate plans to stakeholders. Requirements:
Must-Have Requirements A minimum of 10 years of business analysis and project management experience, with a strong emphasis on Agile methodologies. A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management.

Experience with one or more Wealth Planning tools like eMoney, Money Guide Pro , etc. Solid understanding of Vendor (Addepar, Invest Cloud, etc.) or in-house built Advisor Desktop/Portals and Salesforce CRM functions. Proficiency with SQL query and data analytics tools (Tableau, Cognos, etc.). Proficiency in Microsoft Excel, Visio, PowerPoint, and UX mock-up tools.

Experience with Azure Dev Ops for agile management and/or JIRA. Strong presentation, writing, and communication skills. Nice-to-Have / Preferred / Plus Familiarity with Private Investment landscape (Private Equity, Hedge Funds, etc.) and associated reporting and tools (Investment Cafe, Chronograph, etc.). Proficiency with business process workflow tools (, Asana, etc.). Familiarity with proposal generation platforms (Aladdin Wealth, FMAX, etc.). Desired knowledge of Fin Tech solutions and options in the market for Private Bank/Wealth Management business.

Familiarity with Vibe Coding concepts. A master’s degree (MBA or MS #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $140,000-$170,000. 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…