Senior Project Manager, Neuberger Wealth

About this role

Position Overview:

Neuberger's Private Wealth business is seeking an experienced, high-impact leader to serve as a Senior Project Manager driving strategic process transformation and efficiencies across the platform. This individual will serve as a key organizational thought partner, shaping the future-state operating model of the Private Wealth business by evaluating processes, identifying high-value opportunities for improvement, and leading large-scale implementation efforts from inception through execution.

The Senior Project Manager will be accountable for the ownership and advancement of several high-priority strategic programs directly tied to the growth, scalability, and organizational design of Neuberger's Private Wealth platform.

Our ideal candidate is an intellectually curious, result-oriented leader who thrives in complex, ambiguous environments. They bring a track record of influencing senior stakeholders, architecting scalable solutions, and championing a culture of continuous improvement.

Primary Responsibilities:

• Implementation and Change Management: • Serve as the lead driver of core strategic priorities and initiatives across the Private Wealth business, overseeing seamless end-to-end execution from current state to future state and ensuring delivery against organizational goals

• Build and maintain strong partnerships with senior stakeholders across business lines to ensure strategic alignment, cross-functional collaboration, and sustained organizational buy-in

• Engage and collaborate closely with Control and Technology partners to ensure strategic initiatives are executed with the appropriate risk, compliance, and systems considerations - translating business requirements into actionable solutions and driving alignment across all enabling functions

• Design and deploy change management frameworks that accelerate adoption, reduce friction, and embed new ways of working across impacted teams

• Champion the development and delivery of training programs and enablement resources that equip teams for successful, lasting implementation

• Process Transformation & Future-State Operating Model Development: • Lead a comprehensive, business-wide inventory and diagnostic of all processes within the Private Wealth business, directing the mapping of end-to-end workflows, governance structures, and role accountabilities to develop a holistic view of the current operating model

• Identify and prioritize the elimination of manual, duplicative, or inefficient process steps, leveraging advanced analytical frameworks to evaluate enhancement opportunities - including automation, workflow redesign, and strategic consolidation - while quantifying the downstream impact on scalability, risk, and client experience

• Architect innovative, scalable solutions that modernize operations while preserving regulatory compliance and service quality standards, providing executive-level recommendations on organizational structure, governance, and role realignment to support optimized, future-ready operating models

• Lead the design and development of a comprehensive, forward-looking operating model that integrates process improvements, technology enablement, and organizational efficiencies - establishing clearly defined future-state workflows, KPIs, and measurable success criteria to guide execution and accountability

• Partner with senior leadership to align the future-state vision and operating model design with the broader strategic direction of the Private Wealth business

• Monitoring and Continuous Improvement: • Establish robust governance and performance monitoring frameworks to measure the effectiveness, sustainability, and ROI of implemented changes

• Proactively identify emerging opportunities for further optimization and translate insights into actionable initiatives

• Serve as a recognized internal champion and subject matter authority for operational excellence and continuous improvement culture across the Private Wealth business

• Capacity Planning & Financial Modeling: • Proven expertise in building and managing capacity models to evaluate resourcing needs, workforce planning scenarios, and organizational scalability across complex business environments

• Advanced financial modeling skills, including the ability to develop, stress-test, and present models that quantify business opportunities, operational efficiency gains, and investment trade-offs

• Experience collaborating with Finance and HR partners to integrate capacity and financial modeling insights into strategic planning and budgeting processes

Experience & Skills Qualifications:

• Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or a related field required; Advanced degree (MBA or equivalent) a plus

• 8+ years of progressive experience in process improvement, operational excellence, strategic program management, or related disciplines

• Deep expertise within the financial services industry; prior experience in private wealth management strongly preferred

• Advanced proficiency in process mapping methodologies, workflow analysis, and operational efficiency frameworks at an enterprise scale

• Mastery of change management principles, with a proven track record of driving adoption across large, complex organizations

• Ability to operate independently, make sound decisions even when dealing with ambiguity, and drive outcomes without close direction

• Exceptional ability to build trusted relationships, influence senior leadership, and drive alignment across a matrixed organization

• Demonstrated success managing multiple high-priority programs simultaneously while maintaining precision and delivery excellence

• Outstanding executive communication skills (both written and verbal) - with the ability to distill complexity into clear, compelling narratives

• Superior analytical and critical thinking skills, with the ability to translate data into insight and action

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