Private Wealth Business Analyst

About the role

Neuberger Wealth is looking for a highly motivated, results-driven Business Analyst to lead initiatives on process improvement and operational excellence within its Private Wealth business. As part of the Wealth Platforms & Experience organization, the analyst owns and executes strategic programs and analyses covering the Client Service Journey, improving efficiency, scalability and effectiveness while managing change.

Key responsibilities

• Own and improve the Client Service journey across transacting, trading, maintenance, inquiry and self-service
• Create and maintain journey maps, process flows, SOPs, playbooks and training materials for the full client onboarding journey
• Identify friction points and recommend changes that reduce handoffs, processing times and error rates
• Analyse the current operating model and roles, and recommend and implement efficiency improvements
• Establish and track SLAs and KPIs
• Lead technology enablement: requirements, user testing, release coordination and post-launch adoption
• Work with Enterprise Data Governance on client and account data dictionaries and validation rules
• Rationalize client service forms and document requirements, and track known tech debt and enhancements

Required profile

• Bachelor's degree in Business Administration, Finance, Operations Management, Engineering or a related field
• 5+ years of experience in wealth management or private banking
• Direct experience with client service, product ownership or business analysis is a plus
• Right to work in the country where the role is located without sponsorship

Required skills

• Process mapping, workflow analysis and operational efficiency tools
• Automation technologies and familiarity with digital transformation initiatives
• Change management principles and techniques
• Self-starter, able to work independently and influence stakeholders outside their direct control

What we offer

• Salary range of $90,000-$120,000, with eligibility for a discretionary bonus
• Paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits