Senior Associate - Private Wealth Platforms & Experience

Neuberger Berman • New York, NY

74d • $90,000 - $110,000

About The Position

The Senior Associate - Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on identifying and implementing client-centric enhancements to online access platforms, ensuring seamless and efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client communications. Success in this role requires a passion for elevating client experiences and a commitment to continuous improvement.

Requirements

• Bachelor's degree required
• Minimum 3+ years' experience in financial services, with a strong preference for wealth management or private banking
• Exceptional written and verbal communication skills, with the ability to convey complex information clearly and effectively
• Strong team player, adept at collaborating across business units and support functions to achieve shared goals
• Detail-oriented and organized, with excellent follow-up skills to ensure accuracy, timely completion of tasks, and effective project tracking
• Demonstrated initiative in driving projects forward and leading meetings to foster progress and deliver results
• Experience with client-facing online access platforms is highly desirable, demonstrating the ability to support and enhance digital client interactions

Responsibilities

• Identify and recommend client-centric enhancements to the online access portal and app to drive meaningful improvements in the overall client experience
• Partner with internal technology teams and third-party fintech firms to define requirements and perform quality assurance on new features, ensuring solutions are aligned with objectives and meet quality standards
• Provide support for the online access portal by addressing inquiries from private wealth teams, efficiently troubleshooting and resolving issues, and documenting solutions to prevent recurrence
• Collaborate with internal teams, including Marketing, Legal & Compliance, Operations, and Technology, to define, draft, and distribute external client communications
• Evaluate current communication processes and recommend operational and technological improvements to enhance efficiency and effectiveness
• Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive enhancements to improve the suite of client reports
• Present upcoming process and system enhancements, as well as planned client communications, to all private wealth teams to ensure awareness of firm-wide and industry events and initiatives

Benefits

• Paid time off
• Medical/dental/vision insurance
• 401(k)
• Life insurance
• Discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree