Senior Technology Project Manager - Private Wealth Management
About The Position
We are seeking an experienced Senior Technology Project Manager with strong private wealth management and/or asset management experience to support Neuberger’s multi-year programs focused on strategic software platform implementation, process re-engineering and vendor application integrations. You will be responsible for managing complex, cross-functional workstreams involving front-to-back operating model redesign, system migrations, and data architecture upgrades. The ideal candidate brings deep familiarity with private wealth, with hands-on experience delivering large-scale software implementations, vendor integrations, and operating model transformations.
Requirements
- 10+ years of project/program management experience, with at least 4 years focused on financial services transformation initiatives with direct experience in software or vendor implementation projects.
- Demonstrated experience delivering technology and operations change within Private Wealth or asset management environments.
- Proven track record of managing full lifecycle software or vendor platform implementations.
- Strong knowledge of project delivery methodologies (Agile, Waterfall, hybrid) with the ability to tailor approaches to program needs.
- Exceptional stakeholder management skills, with experience engaging senior leadership, investment professionals, operations, and technology teams.
- Strong commercial acumen, including experience managing budgets, vendor contracts, and third-party delivery teams.
- Advanced proficiency in Microsoft Excel, Visio, MS Project and PowerPoint; strong command of project and process documentation standards
- Bachelor’s degree in Finance, Business, Technology, or a related field.
Nice To Haves
- PMP or Agile (SAFe, Scrum Master) certification.
- Proficiency in SQL, experience with Snowflake, Visual Studio, Claude CoPilot, and Python, business workflow tools, and Vibe
- Coding is preferred
- Experience leading initiatives with a focus on data management.
- Familiarity with emerging trends in Private Wealth, including AI-driven analytics, workflow automation and digital capabilities.
Responsibilities
- Partner with business and technology stakeholders to understand business challenges, define requirements, and translate them into actionable project plans
- Lead end-to-end project delivery, including scope definition, execution, and implementation.
- Act as a primary liaison between NB and external vendors, overseeing deliverables, data integrations, and overall coordination.
- Drive front-to-back operating model transformation, including process redesign and implementation.
- Perform data analysis and support data conversion strategy, including identifying gaps, discrepancies, and remediation approaches.
- Map current-state processes and systems to future-state solutions and target architecture.
- Manage project planning, milestones, risks, issues, and dependencies across multiple workstreams.
- Lead cross-functional teams to deliver projects on time, within budget, and to defined quality standards.
- Provide regular, concise status reporting to stakeholders, including progress, risks, and key decisions required.
- Oversee testing strategy and execution, including UAT coordination and validation of business outcomes.
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
