Senior Project Manager, Neuberger Wealth

Position Overview:

Neuberger's Private Wealth business is seeking an experienced, high-impact leader to serve as a Vice President driving strategic process transformation and efficiencies across the platform. This individual will serve as a key organizational thought partner, shaping the future-state operating model of the Private Wealth business by evaluating processes, identifying high-value opportunities for improvement, and leading large-scale implementation efforts from inception through execution.

The VP will be accountable for the ownership and advancement of several high-priority strategic programs directly tied to the growth, scalability, and organizational design of Neuberger's Private Wealth platform.

Our ideal candidate is an intellectually curious, result-oriented leader who thrives in complex, ambiguous environments. They bring a track record of influencing senior stakeholders, architecting scalable solutions, and championing a culture of continuous improvement.

Primary Responsibilities:

• Implementation and Change Management:

  • Serve as the lead driver of core strategic priorities and initiatives across the Private Wealth business, overseeing seamless end-to-end execution from current state to future state and ensuring delivery against organizational goals

  • Build and maintain strong partnerships with senior stakeholders across business lines to ensure strategic alignment, cross-functional collaboration, and sustained organizational buy-in

  • Engage and collaborate closely with Control and Technology partners to ensure strategic initiatives are executed with the appropriate risk, compliance, and systems considerations - translating business requirements into actionable solutions and driving alignment across all enabling functions

  • Design and deploy change management frameworks that accelerate adoption, reduce friction, and embed new ways of working across impacted teams

  • Champion the development and delivery of training programs and enablement resources that equip teams for successful, lasting implementation

• Process Transformation & Future-State Operating Model Development:

  • Lead a comprehensive, business-wide inventory and diagnostic of all processes within the Private Wealth business, directing the mapping of end-to-end workflows, governance structures, and role accountabilities to develop a holistic view of the current operating model

  • Identify and prioritize the elimination of manual, duplicative, or inefficient process steps, leveraging advanced analytical frameworks to evaluate enhancement opportunities - including automation, workflow redesign, and strategic consolidation - while quantifying the downstream impact on scalability, risk, and client experience

  • Architect innovative, scalable solutions that modernize operations while preserving regulatory compliance and service quality standards, providing executive-level recommendations on organizational structure, governance, and role realignment to support optimized, future-ready operating models

  • Lead the design and development of a comprehensive, forward-looking operating model that integrates process improvements, technology enablement, and organizational efficiencies - establishing clearly defined future-state workflows, KPIs, and measurable success criteria to guide execution and accountability

  • Partner with senior leadership to align the future-state vision and operating model design with the broader strategic direction of the Private Wealth business

• Monitoring and Continuous Improvement:

  • Establish robust governance and performance monitoring frameworks to measure the effectiveness, sustainability, and ROI of implemented changes

  • Proactively identify emerging opportunities for further optimization and translate insights into actionable initiatives

  • Serve as a recognized internal champion and subject matter authority for operational excellence and continuous improvement culture across the Private Wealth business

• Capacity Planning & Financial Modeling:

  • Proven expertise in building and managing capacity models to evaluate resourcing needs, workforce planning scenarios, and organizational scalability across complex business environments

  • Advanced financial…