Talent.com
Senior Technical Product Manager Private Wealth Management
Senior Technical Product Manager Private Wealth ManagementNeuberger Berman • New York, NY, US
Senior Technical Product Manager Private Wealth Management

Senior Technical Product Manager Private Wealth Management

Neuberger Berman • New York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Technical Product Manager

We 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 Berman's 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.

Responsibilities :

  • Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and current processes.
  • Lead the user experience and end-user reporting integration for various tools and technologies used or targeted for internal advisors and portfolio management teams.
  • Manage 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.
  • Partner with advisors and other business control functions to identify and analyze current and future needs for private wealth monthly / quarterly client-facing reporting.
  • Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools.
  • Own and lead the setting of project scope, execution, and implementation.
  • Act as the liaison between Neuberger Berman and vendors, overseeing documentation, data feeds, meetings, and communication.
  • Understand current processes and tools used by Neuberger Berman and map target state requirements for existing or new systems.
  • Ensure timely milestone achievement and regularly update and communicate plans to stakeholders.

Requirements :

Must-Have Requirements

  • A minimum of 10 years of business analysis and project management experience, with a strong emphasis on Agile methodologies.
  • A minimum of 10 years of experience in Private Wealth Management or Investment Advisory function.
  • Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.).
  • A 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.
  • Solid understanding of Vendor (Addepar, InvestCloud, etc.) or in-house built Advisor Desktop / Portals and Salesforce CRM functions.
  • Proficiency with SQL query and data analytics tools (Tableau, Cognos, etc.).
  • Proficiency in Microsoft Excel, Visio, PowerPoint, and UX mock-up tools.
  • Experience with Azure DevOps for agile management and / or JIRA.
  • Strong presentation, writing, and communication skills.
  • Nice-to-Have / Preferred / Plus

  • Familiarity with Private Investment landscape (Private Equity, Hedge Funds, etc.) and associated reporting and tools (Investment Cafe, Chronograph, etc.).
  • Proficiency with business process workflow tools (Monday.com, Asana, etc.).
  • Familiarity with proposal generation platforms (Aladdin Wealth, FMAX, etc.).
  • Desired knowledge of FinTech solutions and options in the market for Private Bank / Wealth Management business.
  • Familiarity with Vibe Coding concepts.
  • A master's degree (MBA or MS)
  • Compensation Details

    The 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 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.

    Learn about the Applicant Privacy Notice.

    Create a job alert for this search

    Senior Technical Product Manager • New York, NY, US

    Related jobs
    Senior Product Manager

    Senior Product Manager

    Addition • New York, NY, US
    Full-time
    At Addition Wealth, we're on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful part...Show more
    Last updated: 30+ days ago • Promoted
    Senior Product Manager - Reconciliation

    Senior Product Manager - Reconciliation

    Mercury • New York, NY, US
    Full-time
    San Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States At Mercury, we believe that financial operations should be seamless, scalable, and automated.The Reconciliati...Show more
    Last updated: 28 days ago • Promoted
    Senior Product Manager, Consumer

    Senior Product Manager, Consumer

    Clair • New York, NY, US
    Full-time
    Senior Product Manager, Consumer.If you can send your friends money in seconds, why does it still take your employer two weeks to send your paycheck? At Clair, we are on a mission to create financi...Show more
    Last updated: 30+ days ago • Promoted
    Senior Director, Technical Product Management

    Senior Director, Technical Product Management

    Jobs via Dice • Fort Lee, NJ, United States
    Full-time
    Senior Director, Technical Product Management.Join to apply for the Senior Director, Technical Product Management role at Jobs via Dice. At TransUnion, we have a welcoming and energetic environment ...Show more
    Last updated: 3 days ago • Promoted
    Senior Product Manager - Enterprise Marketplaces

    Senior Product Manager - Enterprise Marketplaces

    MoneyLion • New York, NY, US
    Full-time
    Interested in building your career at MoneyLion? Get future opportunities sent straight to your email.Join us and make a difference with your skills and expertise. We are looking for talented indivi...Show more
    Last updated: 30+ days ago • Promoted
    Advisor Development Program Client Advisor

    Advisor Development Program Client Advisor

    Bank of America • Red Bank, NJ, US
    Full-time
    Financial Advisor Development Program.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu...Show more
    Last updated: 7 days ago • Promoted
    Senior Product Manager

    Senior Product Manager

    SimplyInsured • Bronx, NY, US
    Full-time
    At SimplyInsured we are on a mission to eliminate fear in health insurance.Health insurance is complicated, expensive, and really important - so it tends to create fear for most people; our goal is...Show more
    Last updated: 19 days ago • Promoted
    Senior Director, Technical Product Management

    Senior Director, Technical Product Management

    NY Staffing • New York, NY, US
    Full-time
    Senior Director Of Technical Product Management.TransUnion is seeking a strategic, technically fluent, and visionary Senior Director of Technical Product Management to lead the evolution of our One...Show more
    Last updated: 4 days ago • Promoted
    Senior Wealth Product Manager-NYC, NY

    Senior Wealth Product Manager-NYC, NY

    TD Bank • New York, NY, US
    Full-time
    Primary areas of focus include support for a full-service brokerage offering including but not limited to Fixed Income, Structured Products, ETF, Equity, and Options. The Senior Product Manager will...Show more
    Last updated: 30+ days ago • Promoted
    Technical Recruiter

    Technical Recruiter

    81 North • Monmouth County, NJ, United States
    Full-time
    Our client is looking to hire a Technical Recruiter with 2–4 years of experience to join a growing team.This role offers a blend of autonomy and collaboration, supporting both hiring managers and c...Show more
    Last updated: 1 day ago • Promoted
    Senior Lead Product Manager, Platform

    Senior Lead Product Manager, Platform

    Tinder • New York, NY, US
    Full-time
    Senior Lead Product Manager, Platform.Hinge is the dating app designed to be deleted.In today's digital world, finding genuine relationships is tougher than ever. At Hinge, we're on a mission to ins...Show more
    Last updated: 30+ days ago • Promoted
    Technical Product Manager

    Technical Product Manager

    Leopard • New York, NY, US
    Full-time
    Quick Apply
    Leopard is an early-stage B2B Insurtech startup on a mission to reinvent how life insurance and annuities are built, distributed, and experienced. We are seeking a Technical Product Manager to drive...Show more
    Last updated: 30+ days ago
    Product Enablement Manager

    Product Enablement Manager

    Zone & Co • Bronx, NY, US
    Full-time
    At Zone & Co, we create solutions that help businesses run smarter, faster, and more efficiently.We're looking for a Product Enablement Manager to join our team and ensure our products are effectiv...Show more
    Last updated: 6 days ago • Promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Red Bank, NJ, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 16 days ago • Promoted
    Senior Product Manager, Platform

    Senior Product Manager, Platform

    PROGYNY • New York, NY, United States
    Full-time
    Thank you for considering Progyny!.The Senior Product Manager, Platform, will report to Senior Director, Product, Internal Platforms and Tools and be responsible for leading the design and executio...Show more
    Last updated: 30+ days ago • Promoted
    Senior Technical Product Manager - Web3 Platform Growth

    Senior Technical Product Manager - Web3 Platform Growth

    P2P • New York, NY, United States
    Full-time
    A leading blockchain development company in New York is seeking a Senior Technical Product Manager to drive product strategy and execution for their AvaCloud suite. The ideal candidate will have ove...Show more
    Last updated: 5 days ago • Promoted
    Sr. Manager, Product Marketing-Strategy and Operations

    Sr. Manager, Product Marketing-Strategy and Operations

    New Jersey Staffing • Asbury Park, NJ, US
    Full-time
    Manager, Strategy & Operations.OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture.As a member of ...Show more
    Last updated: 29 days ago • Promoted
    Account Manager - Global Specialty Financial Lines

    Account Manager - Global Specialty Financial Lines

    The Hartford • Red Bank, NJ, United States
    Full-time +1
    We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and t...Show more
    Last updated: 6 days ago • Promoted