Private Wealth Client Onboarding Journey Owner

New York City, NY - USA

Monthly Salary: $ 100000 - 130000

Posted on: 24 days ago

Vacancies: 1 Vacancy

Job Summary

Neuberger Bermans Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing the efficiency scalability and effectiveness of the Private Wealth business by evaluating current processes identifying opportunities for improvement and driving implementation efforts. The role requires a blend of strategic thinking operational expertise and change management capabilities.

As a member of the Private Wealth Platforms & Experience organization the role of Client Onboarding Journey Owner will be responsible for the ownership and execution of several strategic programs and analyses related to Private Wealths client onboarding and account opening journey.

Our choice candidate will be a detail oriented strategic thinker with a passion for solving complex problems dealing with ambiguity organizational design and who possesses an unrelenting customer obsession and a strong desire to make their mark on the organization.

Key Responsibilities:

Journey Definition & Ownership
- Own and enhance all aspects of the Client Onboarding and Account Opening journey across the Private Wealth business
- Create and maintain journey maps process flows SOPs and playbooks and training materials across the end-to-end client onboarding journey
- Identify friction points and recommend enhancements that reduce handoffs processing times and error rates
- Analyze current operating model inclusive of roles and responsibilities across all areas supporting the Client Onboarding journey. Recommend and implement changes focused on efficiency and enhanced client outcomes
- Establish and track SLAs and KPIs

Technology Enablement
- Drive all aspects of technology enablement in the onboarding space inclusive of requirements creation user testing release coordination and post-launch adoption and performance
- Lead client onboarding and account opening experience digitization efforts inclusive of all client and account types across the platform
- Partner with Enterprise Data Governance to define and maintain client and account data dictionaries and validation rules. Ensure consistency across the ecosystem and all client and advisor touchpoints
- Inventory and rationalize onboarding forms and documentation requirements with the goal of simplification and elimination of duplicate data capture
- Maintain an inventory and prioritization of known tech debt / enhancements

Qualifications:

Bachelors degree in Business Administration Finance Operations Management Engineering or a related field. Advanced degree or certifications such as Lean Six Sigma PMP or similar are a plus
5 years of experience in Wealth Management / Private Banking. Direct experience with client onboarding product ownership or business analysis a plus
Strong knowledge of process mapping workflow analysis and operational efficiency tools
Proficiency in automation technologies and familiarity with digital transformation initiatives
Expertise in change management principles and techniques
Candidate must be a self-starter with the ability to operate independently and make decisions
Ability to build relationships and partner across a complex organization
Ability to multi-task and manage multiple simultaneous projects
Ability to influence seniors and stakeholders outside of your span of control
Excellent time management follow-through and project delivery skills
Exceptional written and verbal communication skills able to simplify complexity
Exceptional analytical skills
Strategic thinker
Strong attention to detail
Highly organized
Owner of outcomes
Team player

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Compensation Details

The salary range for this role is $100000-$130000. 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 .

Learn about the Applicant Privacy Notice.

Key Responsibilities:

Journey Definition & Ownership
- Own and enhance all aspects of the Client Onboarding and Account Opening journey across the Private Wealth business
- Create and maintain journey maps process flows SOPs and playbooks and training materials across the end-to-end client onboarding journey
- Identify friction points and recommend enhancements that reduce handoffs processing times and error rates
- Analyze current operating model inclusive of roles and responsibilities across all areas supporting the Client Onboarding journey. Recommend and implement changes focused on efficiency and enhanced client outcomes
- Establish and track SLAs and KPIs

Technology Enablement
- Drive all aspects of technology enablement in the onboarding space inclusive of requirements creation user testing release coordination and post-launch adoption and performance
- Lead client onboarding and account opening experience digitization efforts inclusive of all client and account types across the platform
- Partner with Enterprise Data Governance to define and maintain client and account data dictionaries and validation rules. Ensure consistency across the ecosystem and all client and advisor touchpoints
- Inventory and rationalize onboarding forms and documentation requirements with the goal of simplification and elimination of duplicate data capture
- Maintain an inventory and prioritization of known tech debt / enhancements

Qualifications:

Bachelors degree in Business Administration Finance Operations Management Engineering or a related field. Advanced degree or certifications such as Lean Six Sigma PMP or similar are a plus
5 years of experience in Wealth Management / Private Banking. Direct experience with client onboarding product ownership or business analysis a plus
Strong knowledge of process mapping workflow analysis and operational efficiency tools
Proficiency in automation technologies and familiarity with digital transformation initiatives
Expertise in change management principles and techniques
Candidate must be a self-starter with the ability to operate independently and make decisions
Ability to build relationships and partner across a complex organization
Ability to multi-task and manage multiple simultaneous projects
Ability to influence seniors and stakeholders outside of your span of control
Excellent time management follow-through and project delivery skills
Exceptional written and verbal communication skills able to simplify complexity
Exceptional analytical skills
Strategic thinker
Strong attention to detail
Highly organized
Owner of outcomes
Team player