Neuberger Berman · 9 hours ago
Senior Analyst / Associate - Private Wealth Product Management
New York, NY
Full-time
Onsite
Mid, Senior Level
$70K/yr - $95K/yr
2+ years expNeuberger Berman is a leading financial services firm, and they are seeking a Senior Analyst / Associate for their newly established Private Wealth Product Management team. This role focuses on developing and operationalizing readiness playbooks for Private Wealth products, ensuring compliance and effective execution of product launches and changes.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
Responsibilities
Build and maintain product readiness playbooks, checklists, RACI, timelines, and cutover plans for launches, updates, and sunsets
Own the library of client agreements, and related artifacts; drive version control, accuracy, and timely updates
Coordinate readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service
Assist in preparing enablement materials: FAQs, one-pagers, process guides, training decks, and internal communications
Track readiness status, risks, and dependencies; escalate blockers and capture decisions
Ensure operational data fields and reference data are defined and captured at launch; partner with data owners to close gaps
Support post-launch reviews and roll lessons learned into playbooks to continuously improve speed and quality
Qualification
Required
2-5 years of experience in financial services, product operations, client onboarding, or project coordination
Bachelor's degree required; relevant work experience in financial services a plus
Strong understanding of product structures and operational mechanics (e.g. mutual funds/'40 Act, SMAs, ETFs, Private Funds, feeders, alternatives, Option strategies, fee models, Investment Advisory, Custody/Banking services and other tailored offerings, etc.)
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to manage multiple tasks and prioritize effectively
Proficient in Microsoft Office Suite and SharePoint
Ability to work collaboratively in a team environment
Professional attitude and commitment to learning
Willingness to take initiative and ask questions
Ability to adapt to changing priorities and deadlines
High level of integrity and reliability
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
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