Neuberger Berman · 1 week ago
Senior Associate - Private Wealth Platforms & Experience
New York, NY
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
3+ years expNeuberger Berman is a financial services firm focused on enhancing the digital client experience for their Private Wealth clients. The Senior Associate role involves implementing client-centric enhancements to online platforms and collaborating with various teams to improve client reporting and communications.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Identify and recommend client-centric enhancements to the online access portal and app to drive meaningful improvements in the overall client experience
Partner with internal technology teams and third-party fintech firms to define requirements and perform quality assurance on new features, ensuring solutions are aligned with objectives and meet quality standards
Provide support for the online access portal by addressing inquiries from private wealth teams, efficiently troubleshooting and resolving issues, and documenting solutions to prevent recurrence
Collaborate with internal teams, including Marketing, Legal & Compliance, Operations, and Technology, to define, draft, and distribute external client communications
Evaluate current communication processes and recommend operational and technological improvements to enhance efficiency and effectiveness
Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive enhancements to improve the suite of client reports
Present upcoming process and system enhancements, as well as planned client communications, to all private wealth teams to ensure awareness of firm-wide and industry events and initiatives
Qualification
Required
Bachelor's degree required
Minimum 3+ years' experience in financial services, with a strong preference for wealth management or private banking
Exceptional written and verbal communication skills, with the ability to convey complex information clearly and effectively
Strong team player, adept at collaborating across business units and support functions to achieve shared goals
Detail-oriented and organized, with excellent follow-up skills to ensure accuracy, timely completion of tasks, and effective project tracking
Demonstrated initiative in driving projects forward and leading meetings to foster progress and deliver results
Experience with client-facing online access platforms is highly desirable, demonstrating the ability to support and enhance digital client interactions
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
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