Private Wealth - Business Associate

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.

The role of Business Associate will be responsible for the ownership and execution of several strategic programs and analyses related to the growth and design of the Neuberger Berman Private Wealth organization.

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 :

Process Inventory and Assessment :

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

Opportunity Identification and Design :

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

Future-State Operating Model Development :

Develop a forward-looking operating model that incorporates process improvements, automation, and enhanced efficiency

Document future-state workflows and define measurable goals for success

Implementation and Change Management :

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

Monitoring and Continuous Improvement :

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

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

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

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Compensation Details

The salary range for this role is $90,000-$110,000. 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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