Client Experience Project Manager

The Client Experience team is responsible fordeliveringa best-in-class client experience across the client lifecycle using client insights operational performance data and cross-functional partnership to identify opportunities drive operational efficiency and improve outcomes. This includes partnering with internal stakeholders to strengthen onboarding service delivery and client communications and to ensure client experience initiatives are aligned with strategic priorities.

We work across the firm to redesign end-to-end processes build scalable and well-controlled operating models and develop repeatable standardized digital workflows that deliver consistent outcomes and high-quality client experience. We also help establish data structures and governance to ensure accurate consistent and actionable client data enabling reliable reporting clear ownership and appropriate controls.

In this role you will lead client experience initiatives within your remit by managing projects coordinating with business partners to identify issues communicating effectively with senior leadership and driving measurable improvements from design through implementation.

Primary Responsibilities:

• Lead client experience initiatives end-to-end including defining scope requirements milestones success metrics implementation approach and alignment to strategic priorities.

• Partner with key stakeholders to identify client experience gaps align on priorities and drive timely issue resolution.

• Identify root causes and improve end-to-end processes by removing bottlenecks implementing solutions and measuring impact on operational efficiency and client outcomes.

• Design and deliver client experience solutions (process workflow reporting and/or tooling enhancements) and transition completed solutions to the appropriate functional owner for ongoing management and business-as-usual execution.

• Support sustainment of implemented changes through clear documentation and ongoing governance.

• Analyze client data and feedback (e.g. onboarding outcomes service interactions feedback channels) to identify trends and improvement opportunities and translate findings into actionable recommendations.

• Develop and maintain dashboards and recurring reporting including standardizing KPI definitions and data requirements to support consistent measurement and decision-making.

• Coordinate with project managers and key stakeholders to consolidate project updates and produce management reporting on progress issues/risks dependencies and outcomes

• Prepare and deliver executive-ready presentations to senior leadership to support decision-making escalation and alignment.

Qualifications:

• B.A. degree or equivalent required.

• 7 years of experience in financial services with experience in client experience client onboarding/client implementation project management consulting or related roles.

• Strong analytical skills with demonstrated ability to synthesize quantitative and qualitative information into sound judgments clear recommendations and actionable execution plans.

• Demonstrated strength in developing dashboards management reporting and executive-ready presentations; ability to communicate concisely and effectively with senior leadership.

• Strong project management skills including the ability to define scope and milestones manage timelines and dependencies monitor risks/issues and drive efforts to resolution in a cross-functional environment.

• Demonstrated ability to partner effectively across multiple lines of business and control/support functions (e.g. Client Service Operations Portfolio Management Product Onboarding Technology Legal Compliance Risk).

• Ability to work under pressure in a deadline-driven environment manage multiple concurrent priorities and adapt to changing business needs.

• Well organized with strong attention to detail and a high commitment to execution quality and data integrity.

• Professional collaborative team player with strong stakeholder management skills; ability to influence without direct authority.

• Self-starter highly motivated with a strong sense of ownership and accountability.

• Proficient with Microsoft Office including Word Excel and PowerPoint; experience with visualization/reporting tools (e.g. Power BI Tableau) and project tracking tools (e.g. Monday Smartsheet MS Project) is a plus.

Location: New York City; hybrid with a minimum of three days per week in office.

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.

#LI-KF1

#LI-Hybrid

Compensation Details

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 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.