Senior Analyst​/Associate - Private Wealth Product Management , NY

Senior Analyst / Associate - Private Wealth Product Management job at Neuberger Berman. New York, NY.

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.

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.

• 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; elevate 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

• 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 understanding of product structures and operational mechanics (e.g. mutual funds/'40 Act, SMAs, ETFs, Private Funds, feeders, alternatives, Option strategies, fee models, Investment Advisory, Custody/Banking services and other tailored offerings, etc.)
• 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 Share Point
• 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

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

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.

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in…