Business Overview:

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

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.

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 [email protected].

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