Business Overview:
The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational activities required to launch maintain and govern these products partnering closely with Product Development Operations CIO and COO teams to ensure robust governance and seamless execution.
Position Overview:
This role will develop maintain and operationalize standardized readiness playbooks that bring Private Wealth products and programs to will own client-facing agreements and product related documentation coordinate cross-functional tasks and ensure launches and changes are precise compliant and repeatable. This is an excellent opportunity to learn the fundamentals of product management and gain exposure to multiple business functions within Private Wealth.
Primary Responsibilities:
Build and maintain product readiness playbooks checklists RACI timelines and cutover plans for launches updates and sunsets
Own the library of client agreements and related artifacts; drive version control accuracy and timely updates
Coordinate readiness activities across Product Development Operations Legal/Compliance Technology and Client Service
Assist in preparing enablement materials: FAQs one-pagers process guides training decks and internal communications
Track readiness status risks and dependencies; escalate blockers and capture decisions
Ensure operational data fields and reference data are defined and captured at launch; partner with data owners to close gaps
Support post-launch reviews and roll lessons learned into playbooks to continuously improve speed and quality
Experience & Skills Qualifications:
2-5 years of experience in financial services product operations client onboarding or project coordination
Bachelors degree required; relevant work experience in financial services a plus
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to manage multiple tasks and prioritize effectively
Proficient in Microsoft Office Suite and SharePoint
Ability to work collaboratively in a team environment
Professional attitude and commitment to learning
Willingness to take initiative and ask questions
Ability to adapt to changing priorities and deadlines
High level of integrity and reliability
Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $70000-$95000. 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 retirement life insurance and other benefits to eligible employees.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