Job Description

divh2Technical Product Manager/h2pWe are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, problem-solving, and leadership skills. It requires the ability to work effectively with individuals at all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Bermans multi-year strategic program focused on delivering technology products and a platform supporting Wealth Advisors and their clients. Product solutions will include both in-house development and vendor application integrations. You will be responsible for user engagement, current/future state process and solutions documentation, Technology deliverables, and planning/tracking implementations./ppResponsibilities:/pulliCollaborate closely with project team members and senior business and technology stakeholders to understand business challenges and current processes./liliLead the user experience and end-user reporting integration for various tools and technologies used or targeted for internal advisors and portfolio management teams./liliManage 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./liliPartner with advisors and other business control functions to identify and analyze current and future needs for private wealth monthly/quarterly client-facing reporting./liliRepresent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools./liliOwn and lead the setting of project scope, execution, and implementation./liliAct as the liaison between Neuberger Berman and vendors, overseeing documentation, data feeds, meetings, and communication./liliUnderstand current processes and tools used by Neuberger Berman and map target state requirements for existing or new systems./liliEnsure timely milestone achievement and regularly update and communicate plans to stakeholders./li/ulpRequirements:/ph3Must-Have Requirements/h3ulliA minimum of 10 years of business analysis and project management experience, with a strong emphasis on Agile methodologies./liliA minimum of 10 years of experience in Private Wealth Management or Investment Advisory function./liliDemonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.)./liliA 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./liliSolid understanding of Vendor (Addepar, InvestCloud, etc.) or in-house built Advisor Desktop/Portals and Salesforce CRM functions./liliProficiency with SQL query and data analytics tools (Tableau, Cognos, etc.)./liliProficiency in Microsoft Excel, Visio, PowerPoint, and UX mock-up tools./liliExperience with Azure DevOps for agile management and/or JIRA./liliStrong presentation, writing, and communication skills./li/ulh3Nice-to-Have / Preferred / Plus/h3ulliFamiliarity with Private Investment landscape (Private Equity, Hedge Funds, etc.) and associated reporting and tools (Investment Cafe, Chronograph, etc.)./liliProficiency with business process workflow tools (Monday.com, Asana, etc.)./liliFamiliarity with proposal generation platforms (Aladdin Wealth, FMAX, etc.)./liliDesired knowledge of FinTech solutions and options in the market for Private Bank/Wealth Management business./liliFamiliarity with Vibe Coding concepts./liliA masters degree (MBA or MS)/li/ulpCompensation Details/ppThe salary range for this role is $140,000-$170,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees./ppNote: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion, consistent with the law./ppNeuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com./ppLearn about the Applicant Privacy Notice./p/div

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