Client Service Operations Manager, Neuberger Wealth

Position Overview:

The Client Service Operations Manager will support Team Kaminsky one of Neubergers largest Private Wealth Management teams. This is a player/coach role for a hands-on operator who will initially execute alongside the team while building the systems controls and operating cadence needed to materially improve speed accuracy and Manager will partner closely with all members of the portfolio management team as well as own the relationship with the broader Operations Compliance and Business Controls teams at the firm to ensure a seamless and rewarding client experience.

Primary Responsibilities:

Operations Manager

• Act as the teams day-to-day operational quarterback: organize workflows drive accountability and ensure consistent execution across client servicing activities

• Build and implement repeatable processes templates checklists and controls to improve turnaround times avoid errors and mitigate operational risk

• Evaluate current-state workflows identify bottlenecks and friction points and implement measurable improvements (e.g. cycle-time reduction fewer reworks reduced break frequency)

• Partner closely with firmwide Operations Compliance Business Controls and Technology to enhance tools workflows and policies that impact client onboarding and ongoing servicing

• Become a power user of internal platforms and help the team use technology more effectively through training standardization and process redesign

• Establish service standards and operating rhythms (e.g. daily priorities weekly pipeline reviews escalation paths) to improve responsiveness and follow-through

• Own escalation management for client-impacting operational issues coordinating rapid resolution and implementing preventative fixes

• Lead cross-functional execution for complex/time-sensitive client events (large asset transfers multi-account onboarding urgent disbursements) ensuring clean handoffs and high-quality outcomes

• Create a scalable foundation for future team growth with clear role definitions documentation and metricspositioning the function to evolve into a managed group with direct reports

Client Service

• In addition to operational leadership the Manager will remain hands-on in day-to-day client servicing. This includes supporting onboarding and account opening coordinating money movements and account maintenance and responding to client requests with a high-touch approach and strong follow-through.

Experience & Skills Qualifications:

• Bachelors degree required

• 10 years of experience in private wealth management operations client service or a comparable process execution role within financial services

• SIE Series 7 and 66 required or ability to obtain within the firms timeline

• Demonstrated ability to improve operational performance through systems thinking strong judgment and disciplined follow-through

• Strong understanding of operational risk documentation standards and working effectively in a regulated environment

• Highly organized detail-oriented and comfortable managing multiple competing priorities in a fast-paced client-driven setting

• Excellent communication skills and the ability to partner across functions and influence without formal authority

• Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows

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

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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