Neuberger Berman · 5 hours ago
Private Wealth - Business Associate
New York, NY
Full-time
Onsite
Mid Level
$90K/yr - $110K/yr
3+ years expNeuberger Berman is a financial services firm focused on Private Wealth. The Business Associate will lead initiatives aimed at process improvement and operational excellence, enhancing the efficiency and effectiveness of the Private Wealth business through strategic thinking and operational expertise.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Conduct a comprehensive inventory of all current processes within the Private Wealth business
Map out workflows, roles, and responsibilities to fully understand the existing operating model
Identify manual, duplicative, or unnecessary steps in current processes
Pinpoint areas for process enhancement, including automation opportunities and strategic redesign of workflows
Propose innovative solutions to streamline operations while maintaining compliance and quality
Recommend changes to organizational structure and roles & responsibilities to align with optimized processes
Develop a forward-looking operating model that incorporates process improvements, automation, and enhanced efficiency
Document future-state workflows and define measurable goals for success
Lead the execution of process enhancements, ensuring seamless transition from current state to future state
Collaborate with stakeholders to align on changes and secure buy-in across impacted teams
Implement change management strategies to drive adoption of new processes and tools
Provide training and support to teams to ensure successful implementation of process changes
Establish metrics to track the effectiveness of implemented changes
Monitor ongoing performance of processes and identify additional areas for improvement
Act as a champion for continuous improvement within the Private Wealth business
Qualification
Required
Bachelor's degree in Business Administration, Finance, Operations Management, Engineering or a related field
3+ years of experience in process improvement, operational excellence, or related roles
Experience within the financial services industry, private wealth management highly preferred
Strong knowledge of process mapping, workflow analysis, and operational efficiency tools
Proficiency in automation technologies and familiarity with digital transformation initiatives
Expertise in change management principles and techniques
Candidate must be a self-starter with the ability to operate independently and make decisions
Ability to build relationships and partner across a complex organization
Ability to multi-task and manage multiple simultaneous projects
Ability to influence seniors and stakeholders outside of your span of control
Excellent time management, follow-through, and project delivery skills
Exceptional written and verbal communication skills, able to simplify complexity
Exceptional analytical skills
Strategic thinker
Strong attention to detail
Highly organized
Owner of outcomes
Team player
Preferred
Advanced degree or certifications such as Lean Six Sigma, PMP, or similar
Benefits
Discretionary bonus
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
Nicholas Lurvey
Senior Vice President and Complex Products
Recent News
Tech Startups - Tech News, Tech Trends & Startup Funding
2025-12-26
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