Private Wealth Business Analyst

Neuberger Berman•New York, NY

1d•$90,000 - $120,000

About The Position

Neuberger Wealth is seeking a highly motivated, results-driven Business Analyst to lead process improvement and operational excellence initiatives. As a member of the Wealth Platforms & Experience organization, the role owns and executes strategic programs and analyses related to Private Wealth’s Client Service Journey. The position evaluates current processes, identifies opportunities to improve efficiency, scalability, and effectiveness, and drives implementation. It calls for strategic thinking, operational expertise, change management capabilities, attention to detail, and a strong focus on client outcomes. The Business Analyst owns and enhances the Client Service journey across the Wealth business, including transacting, trading, maintenance, inquiry, and self-service. The role also drives technology enablement in the Client Service space and partners with Enterprise Data Governance on client and account data standards.

Requirements

Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or a related field.
At least 5 years of experience in Wealth Management or Private Banking.
Strong knowledge of process mapping, workflow analysis, and operational efficiency tools.
Proficiency in automation technologies and familiarity with digital transformation initiatives.
Experience with change management principles and techniques.
Ability to operate independently, make decisions, build relationships, and partner across a complex organization.
Ability to manage multiple simultaneous projects and influence senior stakeholders and stakeholders outside the candidate’s span of control.
Excellent time management, follow-through, and project delivery skills.
Exceptional written and verbal communication skills, including the ability to simplify complexity.
Exceptional analytical skills, strategic thinking, strong attention to detail, and organization.
Self-starter, owner of outcomes, and team player.
Must be authorized to work in the country where the role is located without current or future sponsorship.

Nice To Haves

Direct experience with client service, product ownership, or business analysis.

Responsibilities

Own and enhance all aspects of the Client Service journey across the Wealth business, including transacting, trading, maintenance, inquiry, and self-service.
Create and maintain journey maps, process flows, SOPs, playbooks, and training materials across the end-to-end client onboarding journey.
Identify friction points and recommend enhancements to reduce handoffs, processing times, and error rates.
Analyze the operating model, including roles and responsibilities across areas supporting the Client Service journey, and recommend and implement changes to improve efficiency and client outcomes.
Establish and track SLAs and KPIs.
Drive technology enablement in Client Service, including requirements creation, user testing, release coordination, and post-launch adoption and performance.
Partner with Enterprise Data Governance to define and maintain client and account data dictionaries and validation rules, ensuring consistency across the ecosystem and client and advisor touchpoints.
Inventory and rationalize Client Service forms and documentation requirements to simplify workflows.
Maintain an inventory and prioritization of known technology debt and enhancements.