Senior Associate - Private Wealth Platforms & Experience at NNBI Holdings Pty Ltd

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jan, 26

Salary

110000.0

Posted On

16 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Experience, Digital Interactions, Quality Assurance, Client Reporting, Communication Skills, Team Collaboration, Detail-Oriented, Project Management, Troubleshooting, Operational Improvements, Fintech, Wealth Management, Private Banking, Initiative, Client Communications, Problem Solving

Industry

Financial Services

Description

The Senior Associate – Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman’s Private Wealth clients. This role focuses on identifying and implementing client-centric enhancements to online access platforms, ensuring seamless and efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client communications. Success in this role requires a passion for elevating client experiences and a commitment to continuous improvement. Key Responsibilities Identify and recommend client-centric enhancements to the online access portal and app to drive meaningful improvements in the overall client experience Partner with internal technology teams and third-party fintech firms to define requirements and perform quality assurance on new features, ensuring solutions are aligned with objectives and meet quality standards Provide support for the online access portal by addressing inquiries from private wealth teams, efficiently troubleshooting and resolving issues, and documenting solutions to prevent recurrence Collaborate with internal teams, including Marketing, Legal & Compliance, Operations, and Technology, to define, draft, and distribute external client communications Evaluate current communication processes and recommend operational and technological improvements to enhance efficiency and effectiveness Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive enhancements to improve the suite of client reports Present upcoming process and system enhancements, as well as planned client communications, to all private wealth teams to ensure awareness of firm-wide and industry events and initiatives Qualifications Bachelor’s degree required Minimum 3+ years’ experience in financial services, with a strong preference for wealth management or private banking Exceptional written and verbal communication skills, with the ability to convey complex information clearly and effectively Strong team player, adept at collaborating across business units and support functions to achieve shared goals Detail-oriented and organized, with excellent follow-up skills to ensure accuracy, timely completion of tasks, and effective project tracking Demonstrated initiative in driving projects forward and leading meetings to foster progress and deliver results Experience with client-facing online access platforms is highly desirable, demonstrating the ability to support and enhance digital client interactions LI-MB1 LI-Hybrid Compensation Details The salary range for this role is $90,000-$110,000. 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. Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/

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Responsibilities

The Senior Associate will enhance the digital client experience for Private Wealth clients by implementing client-centric enhancements to online platforms. Responsibilities include supporting private wealth teams, managing client communications, and driving improvements in client reporting solutions.