Business Associate

Private Wealth Operating Platform Associate

Neuberger Berman's Private Wealth Operating Platform seeks a highly motivated and detail-oriented Associate to support initiatives focused on process improvement, operational excellence, and business innovation. This individual will play a key role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by bridging the gap between client-facing teams, technology, operations, legal and compliance. The role requires strong analytical and presentation skills, critical thinking, and the ability to connect dots across workflows and systems.

The Associate will work closely with 45 teams across Portfolio Management, Wealth Advisory, and the Trust Company, contributing to the continuous improvement of systems, processes, and business objectives implementation.

Key Responsibilities :

This high-impact role requires a candidate to function as a solutions-driven problem solver, a change agent, and a collaborative partner, with a keen focus on driving innovation and efficiency within Private Wealth.

Own the Process, Enhance Efficiency and Drive Innovation :

Identify and address deficiencies and re-engineering opportunities in business processes.

Gather, analyze and document current and future state business process flows, contribute to the analysis of requirements.

Propose innovative ideas for process improvement and business enhancement.

Master technology platforms and collaborate with business users to prioritize enhancements.

Participate / Lead user acceptance and pilot testing of new applications and systems.

Be a Change Agent :

Assist in designing and developing change management and training programs.

Conduct training sessions for system implementations, enhancements, and project initiatives.

Develop stakeholder engagement, communication, and training strategies for successful adoption of systems and processes.

Problem-Solve with Precision and Deliver Insights :

Analyze data exceptions and identify root causes to recommend system enhancements.

Engage in operational activities involving implementing controls, approvals, enhanced reporting and ad-hoc projects.

Collaborate Across Teams :

Act as a business liaison between client-facing PW Teams, Technology, Operations, and Legal & Compliance.

Build strong understanding of functions, systems, and processes across the PW business.

Qualifications / Skills :

Proven academic and professional success.

Bachelor's degree in Business Administration, Finance, Operations Management, or a related field. Advanced degree or certifications such as Lean Six Sigma, PMP, or similar a plus.

2-5 years of financial services experience, preferably in Private Wealth, investment advisory, or asset management settings.

Self-motivated and curious, with the ability to adapt to ambiguity and change.

Confidence in collaborating with teams across the PW business.

Strong analytical skills, attention to detail, organizational skills, and stakeholder engagement.

Capability to manage projects independently and collaboratively.

Innovative approach to presentations, communications, and business initiatives.

Experience documenting process flows, business requirements, and implementing programs.

Advanced proficiency in Tableau, PowerPoint, and Excel (e.g., VLOOKUP, Pivot Tables).

Ability to work with large datasets to identify patterns, correlations, and create visuals.

Impeccable integrity and high ethical standards.

Familiarity with Aladdin Wealth, Charles River, client reporting, and portfolio accounting systems is a plus.

Series 7 and 66 licenses are a plus (or willingness to obtain).

Compensation Details : The salary range for this role is $70,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. 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, 401(k), life insurance and other benefits to eligible employees.

Note : No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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