Senior Technology Project Manager - Private Wealth Management

We are seeking an experienced Senior Technology Project Manager with strong private wealth management and/or asset management experience to support Neuberger’s multi‑year programs focused on strategic software platform implementation, process re‑engineering, and vendor application integrations.

• Partner with business and technology stakeholders to understand challenges, define requirements, and translate them into actionable project plans.
• Lead end‑to‑end project delivery, scope definition, execution, and implementation.
• Act as the primary liaison between NB and external vendors, overseeing deliverables, data integrations, and overall coordination.
• Drive front‑to‑back operating model transformation, including process redesign and implementation.
• Perform data analysis and support data conversion strategy, identifying gaps, discrepancies, and remediation approaches.
• Map current‑state processes and systems to future‑state solutions and target architecture.
• Manage project planning, milestones, risks, issues, and dependencies across multiple work streams.
• Lead cross‑functional teams to deliver projects on time, within budget, and to defined quality standards.
• Provide regular, concise status reporting to stakeholders, including progress, risks, and key decisions required.
• Oversee testing strategy and execution, including UAT coordination and validation of business outcomes.

• 10+ years of project/program management experience, with at least 4 years focused on financial services transformation initiatives and direct experience in software or vendor implementation projects.
• Demonstrated experience delivering technology and operations change within Private Wealth or asset management environments.
• Proven track record of managing the full lifecycle of software or vendor platform implementations.
• Strong knowledge of project delivery methodologies (Agile, Waterfall, hybrid) and the ability to tailor approaches to program needs.
• Exceptional stakeholder management skills, engaging senior leadership, investment professionals, operations, and technology teams.
• Strong commercial acumen, including experience managing budgets, vendor contracts, and third‑party delivery teams.
• Advanced proficiency in Microsoft Excel, Visio, MS Project, and PowerPoint; strong command of project and process documentation standards.
• Bachelor’s degree in Finance, Business, Technology, or a related field.

• PMP or Agile (SAFe, Scrum Master) certification.
• Proficiency in SQL, experience with Snowflake, Visual Studio, Claude Copilot, Python, business workflow tools, and Vibe Coding.
• Experience leading initiatives with a focus on data management.
• Familiarity with emerging trends in Private Wealth, including AI‑driven analytics, workflow automation, and digital capabilities.

New York City; hybrid with a minimum of two days per week in office, subject to change at the discretion of the firm.

Salary range: $150,000–$180,000, subject to change.

Paid time off, medical/dental/vision insurance, retirement, life insurance, and other benefits to eligible employees.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status, protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 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.