Technical Product Manager - Client Onboarding

About the role

Neuberger's Technology team is looking for a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff through go-live. You will partner with client stakeholders and internal technology and business teams to define requirements, align timelines and dependencies, resolve issues and ensure readiness across data, integrations, access and operational workflows. The role is based in the New York office on a hybrid schedule with a minimum of two days in the office.

Key responsibilities

• Own end-to-end technical onboarding for new clients, from kickoff through go-live and handoff to BAU support.
• Drive cross-team planning across Engineering, Data, Infrastructure/Cloud, Network, Information Security and Support, aligning scope, milestones, dependencies and resourcing.
• Develop communication plans including management reporting, tracking and senior management presentations.
• Run technical discovery with the client and partners to capture requirements (data feeds, file formats, APIs, SSO, entitlements, environments), document decisions and confirm acceptance criteria.
• Coordinate data and integration delivery: interface specifications, data mapping, secure transfer setup, connectivity validation and workflow readiness.
• Ensure operational and security readiness: environment provisioning, access and entitlements, SSO setup, security reviews and approvals with InfoSec and control functions.
• Plan and run testing and cutover: test approach, SIT/UAT coordination, defect tracking, go-live checklists and hypercare.
• Run onboarding governance: RAID logs, tech working sessions, stakeholder readouts, escalation of blockers and documentation and runbooks for handoff.

Required profile

• 5+ years of experience in product management, business analysis and solution design, particularly in financial services.
• Familiarity with portfolio management workflows (idea generation, research management, portfolio construction, performance/attribution, risk, compliance) and how data flows across them.
• Experience with modern SDLC and DevOps (agile practices, CI/CD, testing strategies, observability).
• Strong business analysis and project management skills across Agile and Waterfall; experience with Kanban, Scrum or similar is a plus.
• Bachelor's degree in a technical or quantitative field (CS, Engineering, Finance or related) or equivalent experience.
• Right to work in the United States without sponsorship; applicants must be authorized to work in the country of the role.

Required skills

• Hands-on SQL; Python for analysis/prototyping and Tableau (or similar BI) for visualization.
• Microsoft Office (Word, Excel, PowerPoint, MS Project).
• Plus: exposure to generative AI/agentic frameworks (prompt engineering, RAG, orchestration, evaluation).
• Plus: Monday, Confluence, JIRA, Visio, Miro, Aladdin and similar tools.
• Plus: broad knowledge of traditional and alternative asset classes (mutual funds, ETFs, UCITS, CLOs, private funds, multi-asset mandates).

What we offer

• Salary range of $130,000-$150,000, with eligibility for a discretionary bonus.
• Paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits.