Neuberger Berman · 4 months ago
Senior Technical Product Manager – Private Wealth Management
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$140K/yr - $170K/yr
10+ years expNeuberger Berman is a leading investment management firm, and they are seeking an experienced Technical Product Manager with strong Private Wealth Management experience. This role involves managing technology products and platforms to support Wealth Advisors and their clients, requiring exceptional communication, project management, and leadership skills.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and current processes
Lead the user experience and end-user reporting integration for various tools and technologies used or targeted for internal advisors and portfolio management teams
Manage multiple complex initiatives simultaneously, ensuring timely completion and alignment with organizational goals. This includes coordinating among team members, stakeholders, and cross-functional partners, delegating tasks, identifying and escalating risks, and managing timelines
Partner with advisors and other business control functions to identify and analyze current and future needs for private wealth monthly/quarterly client-facing reporting
Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools
Own and lead the setting of project scope, execution, and implementation
Act as the liaison between Neuberger Berman and vendors, overseeing documentation, data feeds, meetings, and communication
Understand current processes and tools used by Neuberger Berman and map target state requirements for existing or new systems
Ensure timely milestone achievement and regularly update and communicate plans to stakeholders
Qualification
Required
A minimum of 10 years of business analysis and project management experience, with a strong emphasis on Agile methodologies
A minimum of 10 years of experience in Private Wealth management or Investment Advisory function
Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.)
A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc
Solid understanding of Vendor (Addepar, InvestCloud, etc.) or in-house built Advisor Desktop/Portals and Salesforce CRM functions
Proficiency with SQL query and data analytics tools (Tableau, Cognos, etc.)
Proficiency in Microsoft Excel, Visio, PowerPoint, and UX mock-up tools
Experience with Azure DevOps for agile management and/or JIRA
Strong presentation, writing, and communication skills
Preferred
Familiarity with Private Investment landscape (Private Equity, Hedge Funds, etc.) and associated reporting and tools (Investment Cafe, Chronograph, etc.)
Proficiency with business process workflow tools (Monday.com, Asana, etc.)
Familiarity with proposal generation platforms (Aladdin Wealth, FMAX, etc.)
Desired knowledge of FinTech solutions and options in the market for Private Bank/Wealth Management business
Familiarity with Vibe Coding concepts
A master's degree (MBA or MS)
Benefits
Paid time off
Medical/dental/vision insurance
401(k)
Life insurance
Other benefits
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