Private Wealth - Client Onboarding Journey Owner

Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities for improvement, and driving implementation efforts. The role requires a blend of strategic thinking, operational expertise, and change management capabilities.

As a member of the Private Wealth Platforms & Experience organization, the role of Client Onboarding Journey Owner will be responsible for the ownership and execution of several strategic programs and analyses related to Private Wealth's client onboarding and account opening journey.

Our choice candidate will be a detail oriented strategic thinker with a passion for solving complex problems, dealing with ambiguity, organizational design, and who possesses an unrelenting customer obsession and a strong desire to make their mark on the organization.

Key Responsibilities :

Journey Definition & Ownership

Own and enhance all aspects of the Client Onboarding and Account Opening journey across the Private Wealth business

Create and maintain journey maps, process flows, SOPs, and playbooks and training materials across the end-to-end client onboarding journey

Identify friction points and recommend enhancements that reduce handoffs, processing times, and error rates

Analyze current operating model, inclusive of roles and responsibilities across all areas supporting the Client Onboarding journey. Recommend and implement changes focused on efficiency and enhanced client outcomes

Establish and track SLAs and KPIs

Technology Enablement

Drive all aspects of technology enablement in the onboarding space inclusive of requirements creation, user testing, release coordination, and post-launch adoption and performance

Lead client onboarding and account opening experience digitization efforts inclusive of all client and account types across the platform

Partner with Enterprise Data Governance to define and maintain client and account data dictionaries and validation rules. Ensure consistency across the ecosystem and all client and advisor touchpoints

Inventory and rationalize onboarding forms and documentation requirements with the goal of simplification and elimination of duplicate data capture

Maintain an inventory and prioritization of known tech debt / enhancements

Qualifications :

Bachelor's degree in Business Administration, Finance, Operations Management, Engineering or a related field. Advanced degree or certifications such as Lean Six Sigma, PMP, or similar are a plus

5+ years of experience in Wealth Management / Private Banking. Direct experience with client onboarding, product ownership, or business analysis a plus

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

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Compensation Details

The salary range for this role is $100,000-$130,000. 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 employee's 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.

Note : 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 Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Neuberger 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 .

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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

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