Neuberger Berman · 9 hours ago
Head of Transition Management and Client Experience
New York, NY
Full-time
Onsite
Director/Executive
$250K/yr - $300K/yr
15+ years expNeuberger Berman is seeking an experienced and dynamic Head of Transition Management and Client Experience. The successful candidate will oversee operational and change-management aspects of the client lifecycle, focusing on enhancing client experiences across all products and channels.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Identify our most critical client-facing processes, end-to-end enhancements, and implement improvements
Develop and document repeatable systematized, and digital processes that ensure consistency of outcome, control rigor, and quality client experience that both clients and internal partners can consistently rely upon
Develop and implement strategies to enhance the effectiveness and efficiency of our product launch processes
Assess, plan, and execute strategic solutions while also driving near-term tactical changes
Build best-in-class operational processes and client experiences that position Neuberger as an easy-to-work with investment partner ultimately resulting in sales deepening and revenue growth
Demonstrated ability to achieve outcomes in a complex, cross-functional organization partnering with sales leaders, external clients/wholesalers, investment professionals, control and operational partners, to construct and implement scalable process changes
Provide mentorship and guidance to team members, fostering a culture of continuous improvement and professional development
Marshall resources from across the organization to deliver comprehensive solutions and improvements
Understand and transform underlying operational processes across the client value chain
Manage and refine the comprehensive post-sale client experience lifecycle
Develop both strategic and tactical solutions to improve delivery processes to achieve both internal scalability and improved client experiences
Assess technology solutions to enhance client onboarding/offboarding experiences
Serve as a partner to Product Development to deliver innovative new solutions to the market
Design and develop durable onboarding processes that contemplate the end-to-end client journey
Evaluate digital tools to enhance onboarding, reporting, and client data availability
In-depth understanding of equities, fixed income, derivative, mutual fund, ETF, SMA, and Alternative asset classes and structure client solutions that may incorporate multiple underlying asset types
Partner within internal sales and analytical teams to build effective pipeline and capacity planning metrics
In partnership with internal product teams, oversee applicable service provider relationships
Serve as an internal point-person for cross-product and cross-channel initiatives
Develop operational performance metrics to evaluate operational delivery quality across the client value chain – design and implement operational improvements where applicable
Understanding of complex regulatory requirements and development of processes that mitigate/minimize control risks
Partner with Compliance and Operational Risk teams to measure, assess, and improve operational processes to reduce control risks
Ability to manage teams and processes within a retail client compliance construct
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
Minimum of 15 years of experience in an operational and/or business management role
Proven ability to drive change and execute on large-scale strategic initiatives
Demonstrated leadership experience, with a track record of managing and developing teams
Track record of identifying and implementing process and control improvements
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Proficiency in business process reengineering
Ability to manage multiple priorities and meet tight deadlines
Strong attention to detail and highly organized
A strong work ethic and a positive attitude
Results oriented, deadline driven resource person who thrives in fast paced, dynamic environment
Committed to continuous process improvement
Benefits
Paid time off
Medical/dental/vision insurance
401(k)
Life insurance
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
H1B Sponsorship
Neuberger Berman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (36)
2023 (27)
2022 (26)
2021 (24)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
Recent News
Private Equity Wire
2026-01-13
Portfolio Adviser
2026-01-07
2026-01-07
Company data provided by crunchbase