Senior Analyst / Associate - Private Wealth Product Management

Neuberger Berman • New York, NY

30d • $70,000 - $95,000

About The Position

Business Overview: The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational activities required to launch, maintain, and govern these products, partnering closely with Product Development, Operations, CIO, and COO teams to ensure robust governance and seamless execution. Position Overview: This role will develop, maintain, and operationalize standardized readiness playbooks that bring Private Wealth products and programs to life. You will own client-facing agreements and product related documentation, coordinate cross-functional tasks, and ensure launches and changes are precise, compliant, and repeatable. This is an excellent opportunity to learn the fundamentals of product management and gain exposure to multiple business functions within Private Wealth.

Requirements

• 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 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
• Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

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

Benefits

• 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, retirement, life insurance and other benefits to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees