Technical Product Manager Client Onboarding

Neubergers Technology team is seeking a technically strong highly organized onboarding lead to coordinate new client implementations from kickoff through go-live. You will partner with client stakeholders and internal technology and business teams to define requirements align timelines and dependencies drive issue resolution and ensure readiness across data integrations access and operational workflows. Youll own clear communication documentation and governance to deliver a controlled repeatable onboarding experience and successful client outcomes.

Responsibilities:

• Own end-to-end technical onboarding execution for new clients coordinating activities from kickoff through go-live and handoff to BAU support.

• Drive cross-team planning across Engineering Data Infrastructure/Cloud Network Information Security and Support to align scope milestones dependencies and resourcing.

• Develop effective communication plans including management reporting tracking and senior management presentations

• Lead technical discovery with the client and internal partners to capture requirements (data feeds file formats APIs SSO entitlements environments) document decisions and confirm acceptance criteria.

• Coordinate data and integration delivery: manage interface specifications data mapping secure transfer setup connectivity validation and end-to-end workflow readiness across upstream/downstream systems.

• Ensure operational and security readiness by coordinating environment provisioning access/entitlements SSO setup security reviews and required approvals with InfoSec and control functions.

• Plan and run testing and cutover: define test approach coordinate SIT/UAT track defects to closure execute go-live checklists and lead hypercare through stabilization.

• Run onboarding governance: maintain RAID logs facilitate regular tech working sessions and stakeholder readouts escalate blockers and publish clear status updates documentation and runbooks for handoff.

Requirements:

• 5 years of experience in product management business analysis and solution design particularly in financial services.

• Familiarity with portfolio management workflows (e.g. idea generation research management PM workflows portfolio construction performance/attribution risk compliance) and how data flows across them.

• Hands-on with SQL; proficiency with Python for analysis/prototyping and Tableau (or similar BI) for visualization.

• Exposure to generative AI/agentic frameworks and their practical application in research and investment workflows is a plus (prompt engineering RAG orchestration evaluation).

• Experience with modern SDLC and DevOps (agile practices CI/CD testing strategies observability).

• Strong business analysis and project management skills across Agile and Waterfall frameworks; experience with Kanban Scrum or similar methodologies a plus

• Excellent verbal and written communication skills; able to influence and present effectively to senior management and diverse stakeholders

• Well organized detail-oriented with a high commitment to execution quality and individual accountability

• Proficient in Microsoft Office (Word Excel PowerPoint MS Project); experience with Monday Confluence JIRA Visio Miro Aladdin and similar tools a plus

• A broad knowledge of traditional and alternative asset classes and investment vehicles (mutual funds ETFs UCITS CLOs private funds institutional/multi-asset mandates) is a plus

• Bachelors degree in a technical or quantitative field (CS Engineering Finance or related) or equivalent experience.

Location/ In Office Requirement:

This position will be based our of our New York office.

This is a Hybrid work schedule with a mandatory requirement of a minimum 2 days in office which is subject to change at Neubergers discretion.

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.

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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.

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