Talent.com
Senior Analyst / Associate - Private Wealth Product Management
Senior Analyst / Associate - Private Wealth Product ManagementNYC Staffing • New York, NY, US
Senior Analyst / Associate - Private Wealth Product Management

Senior Analyst / Associate - Private Wealth Product Management

NYC Staffing • New York, NY, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Private Wealth Product Management Role

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.

Primary 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

Experience & Skills Qualifications

  • 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.

    Compensation Details The salary range for this role is $70,000-$95,000. 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, retirement, life insurance and other benefits to eligible employees.

    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.

    [job_alerts.create_a_job]

    Product Associate • New York, NY, US

    [internal_linking.similar_jobs]
    Senior Product Solutions Associate-Payments

    Senior Product Solutions Associate-Payments

    Chase • Jersey City, NJ, US
    [job_card.full_time]
    Senior Product Solutions Associate.You are passionate about complex product solutions for clients and understand how to leverage client feedback to impact and drive positive results! You thrive on ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Investment Associate

    Senior Investment Associate

    RBC Capital Markets, LLC • Paramus, NJ, United States
    [job_card.full_time]
    Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with on...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Analyst- Associate, Financial Advisory (New York and San Francisco) Investment Management

    Senior Analyst- Associate, Financial Advisory (New York and San Francisco) Investment Management

    Iconiq Growth • New York, NY, United States
    [job_card.full_time]
    Senior Analyst- Associate, Financial Advisory (New York and San Francisco).ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior, Wealth Solutions Finance

    Senior, Wealth Solutions Finance

    Macquarie • New York, NY, United States
    [job_card.full_time]
    An excellent opportunity has opened within Macquarie Asset Management to partner with the finance, compliance, legal and fund administration teams to deliver client focused solutions.The team provi...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Lead Financial Analyst, Wealth Management

    Lead Financial Analyst, Wealth Management

    Voya Financial • New York, NY, United States
    [job_card.part_time]
    Together we fight for everyone's opportunity for a better financial future.We will do this together - with customers, partners and colleagues. We will fight for others, not against : We will stand up...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Product Analyst

    Senior Product Analyst

    Forhyre • New York, NY, US
    [job_card.full_time]
    We provide small business owners with a suite of business management tools such as booking and scheduling, marketing, analytics, payment processing, and more. With a rapidly growing user base of sma...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Wealth Relationship Lead

    Senior Wealth Relationship Lead

    Citigroup Inc. • New York, NY, United States
    [job_card.full_time]
    A leading global bank is seeking a Sr.Analyst for Wealth Relationship Management in New York.The role involves building and deepening relationships with affluent clients, tailoring financial soluti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Business Financial Control Product Associate

    Senior Business Financial Control Product Associate

    Veracity • New York, NY, United States
    [job_card.full_time]
    Senior Business Financial Control Product Associate.This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partne...[show_more]
    [last_updated.last_updated_30] • [promoted]
    FP&A Senior Associate

    FP&A Senior Associate

    Atlantic Group • New York, NY, United States
    [job_card.full_time]
    Job Overview - FP&A Senior Associate : .Compensation : $110,000 - $130,000 / year + bonus.Schedule : Monday to Friday (Hybrid). Drive strategic financial planning and efficiency as an FP&A Senior Associat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Management Solutions, Donor Advised Fund Product Associate

    Wealth Management Solutions, Donor Advised Fund Product Associate

    NYC Staffing • New York, NY, US
    [job_card.full_time]
    Associate Product Manager - Wealth Management Solutions.Join the Wealth Management Solutions team as an Associate Product Manager supporting the firm's Donor Advised Fund (DAF) product offering.In ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Product Solutions Associate-Payments

    Senior Product Solutions Associate-Payments

    JPMorgan Chase • Jersey City, NJ, US
    [job_card.full_time]
    Senior Product Solutions Associate.You are passionate about complex product solutions for clients and understand how to leverage client feedback to impact and drive positive results! You thrive on ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior, Wealth Solutions Finance

    Senior, Wealth Solutions Finance

    Macquarie Global Services • New York, NY, United States
    [job_card.full_time]
    An excellent opportunity has opened within Macquarie Asset Management to partner with the finance, compliance, legal and fund administration teams to deliver client focused solutions.The team provi...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Private Client Investment Associate - Wealth Management

    Private Client Investment Associate - Wealth Management

    JPMorgan Chase & Co. • New York, NY, United States
    [job_card.full_time]
    A leading financial institution is seeking a Private Client Investment Associate to provide operational and administrative support within Wealth Management. The successful candidate will help facili...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Analyst - Tech Analysis

    Senior Analyst - Tech Analysis

    Ally Financial • New York, NY, United States
    [job_card.full_time] +1
    Ally Financial only succeeds when its people do - and that's more than some cliché people put on job postings.We live this stuff! We see our people as, well, people - with interests, families, frie...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Market Leader, Private Wealth, Senior Associate

    Market Leader, Private Wealth, Senior Associate

    Blue Owl • New York, NY, United States
    [job_card.permanent]
    Blue Owl (NYSE : OWL) is a leading asset manager that is redefining alternatives®.With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy pl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sr Analyst, Product Management and Development

    Sr Analyst, Product Management and Development

    S&P Global • New York, NY, United States
    [job_card.full_time]
    Grade Level (for internal use) : .S&P Global Market Intelligence (SPGMI) is seeking a Senior Analyst within the Redistribution and Partnerships team to support the RatingsXpress (enterprise data feed...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Analyst, Portfolio Initiatives - Insights & Measurement

    Senior Analyst, Portfolio Initiatives - Insights & Measurement

    NBCUniversal • New York, NY, United States
    [job_card.full_time]
    NBCUniversal is one of the world's leading media and entertainment companies.We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to...[show_more]
    [last_updated.last_updated_30] • [promoted]
    US Private Bank Investments Business Management, Senior Associate

    US Private Bank Investments Business Management, Senior Associate

    JPMorganChase • New York, NY, United States
    [job_card.full_time]
    Join our dynamic team as a Business Management Associate, where you'll play a key role in driving strategic initiatives and optimizing business operations. This is an exciting opportunity to develop...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]