Private Wealth Senior Business Analyst

About the role

Neuberger Wealth is seeking a Senior Business Analyst to lead initiatives focused on process improvement and operational excellence within its Private Wealth business. As a senior member of the Wealth Platforms & Experience organization, the role owns and executes strategic programs covering the entire client and advisor lifecycle, from onboarding and maintenance to reporting, and works with Wealth Advisor teams and firm-wide stakeholders to shape a future-state platform.

Key responsibilities

• Own and improve the Client and Advisor journeys, from account opening through maintenance and reporting, and create journey maps, process flows, SOPs, playbooks and training materials
• Define the future-state vision for client onboarding and servicing, identify friction points and implement enhancements that cut handoffs, processing times and errors
• Analyze the current operating model and operating practices, and implement best-in-class processes to drive efficiency, scalability and risk reduction
• Digitize the client account opening and onboarding experience
• Track SLAs and KPIs, set up feedback mechanisms and partner with senior stakeholders to implement efficiency improvements
• Lead technology enablement, including roadmap definition, business requirements, user testing, release coordination and post-launch adoption
• Own the digital elements of the client experience (account opening, reporting, mobile app, web portal)

Required profile

• Bachelor's degree in Business Administration, Finance, Operations Management, Engineering or a related field; advanced degree or certifications such as Lean Six Sigma or PMP are a plus
• 12+ years of direct wealth management home office experience in Operations or Business Architecture
• Deep understanding of Private Wealth business models, digital client engagement and advisor workflows
• Ability to work independently, mentor junior associates, and influence stakeholders outside your span of control
• 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 digital transformation initiatives
• Change management principles and techniques

What we offer

• Salary range of $175,000-$250,000, with eligibility for a discretionary bonus
• Paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits