Senior Analyst / Associate - Private Wealth Product Management jobs in United States
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Neuberger Berman · 3 hours ago

Senior Analyst / Associate - Private Wealth Product Management

Neuberger Berman is a financial services firm that has established a Private Wealth Product Management team to ensure operational excellence across its products. The role involves developing and maintaining readiness playbooks, coordinating cross-functional tasks, and ensuring compliant and precise product launches.

BankingBusiness DevelopmentFinanceFinancial Services
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Culture & Values
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Responsibilities

Build and maintain product readiness playbooks, checklists, RACI, timelines, and cutover plans for launches, updates, and sunsets
Own the library of client agreements, and related artifacts; drive version control, accuracy, and timely updates
Coordinate readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service
Assist in preparing enablement materials: FAQs, one-pagers, process guides, training decks, and internal communications
Track readiness status, risks, and dependencies; escalate blockers and capture decisions
Ensure operational data fields and reference data are defined and captured at launch; partner with data owners to close gaps
Support post-launch reviews and roll lessons learned into playbooks to continuously improve speed and quality

Qualification

Financial services experienceProduct operationsProject coordinationMicrosoft Office SuiteSharePointAttention to detailOrganizational skillsWritten communicationVerbal communicationTeam collaborationInitiativeAdaptabilityIntegrity

Required

2-5 years of experience in financial services, product operations, client onboarding, or project coordination
Bachelor's degree required; relevant work experience in financial services a plus
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to manage multiple tasks and prioritize effectively
Proficient in Microsoft Office Suite and SharePoint
Ability to work collaboratively in a team environment
Professional attitude and commitment to learning
Willingness to take initiative and ask questions
Ability to adapt to changing priorities and deadlines
High level of integrity and reliability

Benefits

Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits

Company

Neuberger Berman

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Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.

Funding

Current Stage
Public Company
Total Funding
$18.5M
2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO

Leadership Team

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George Walker
Chairman and CEO
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Nicholas Lurvey
Senior Vice President and Complex Products
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Company data provided by crunchbase