Senior Associate Private Wealth Platforms & Experience
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 90000 - 110000
Posted on:
26 days ago
Vacancies:
1 Vacancy
Job Summary
The Senior Associate Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Bermans Private Wealth clients. This role focuses on identifying and implementing client-centric enhancements to online access platforms ensuring seamless and efficient digital interactions. Additional responsibilities include providing support to private wealth teams driving the evolution of client reporting solutions and managing the distribution of client communications. Success in this role requires a passion for elevating client experiences and a commitment to continuous improvement.
Key Responsibilities
Identify and recommend client-centric enhancements to the online access portal and app to drive meaningful improvements in the overall client experience
Partner with internal technology teams and third-party fintech firms to define requirements and perform quality assurance on new features ensuring solutions are aligned with objectives and meet quality standards
Provide support for the online access portal by addressing inquiries from private wealth teams efficiently troubleshooting and resolving issues and documenting solutions to prevent recurrence
Collaborate with internal teams including Marketing Legal & Compliance Operations and Technology to define draft and distribute external client communications
Evaluate current communication processes and recommend operational and technological improvements to enhance efficiency and effectiveness
Engage with private wealth teams to assess client reporting needs recommend available reporting solutions and drive enhancements to improve the suite of client reports
Present upcoming process and system enhancements as well as planned client communications to all private wealth teams to ensure awareness of firm-wide and industry events and initiatives
Qualifications
Bachelors degree required
Minimum 3 years experience in financial services with a strong preference for wealth management or private banking
Exceptional written and verbal communication skills with the ability to convey complex information clearly and effectively
Strong team player adept at collaborating across business units and support functions to achieve shared goals
Detail-oriented and organized with excellent follow-up skills to ensure accuracy timely completion of tasks and effective project tracking
Demonstrated initiative in driving projects forward and leading meetings to foster progress and deliver results
Experience with client-facing online access platforms is highly desirable demonstrating the ability to support and enhance digital client interactions
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Compensation Details
The salary range for this role is $90000-$110000. 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 employees 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 requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
Neuberger Berman 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 or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
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Required Experience:
Senior IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
