Position Overview:
The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business’ technology budget, prioritization, roadmap, associated business cases, and project lifecycle management. This leader acts as the connective tissue across Private Wealth, Technology, Operations, Compliance, Finance, and client-facing teams to source and validate requirements, size and cost initiatives, and scope change across people, process, policy, and platform. The role leads change management for technology-enabled initiatives, including training, communications, and adoption tracking, operating Private Wealth’s strategic program governance and KPI framework. This individual will also represent Private Wealth in all firm-wide enablement initiatives.
Primary Responsibilities:
Own the development and execution of Private Wealth’s technology book of work
Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives
Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platforms
Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals
Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized
Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs
Assess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training)
Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met
Lead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking for all technology-enabled change
Experience & Skills Qualifications:
Bachelor’s degree required
8+ years of experience in Wealth/Asset Management or related financial services, with emphasis on technology portfolio management, product/portfolio ownership, or business transformation
Demonstrated success leading technology prioritization, budgeting, and roadmap management within governed portfolios
Strong business case development skills; proficiency in financial evaluation and trade-off decisioning
Experience leading cross-functional requirements and scoping operating model/process changes beyond technology
Proven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomes
Working knowledge of regulatory drivers impacting Private Wealth and implications for technology/process change
Exceptional stakeholder management, influencing, and communication skills
Demonstrated ability to drive business enablement and lead through change
Highly organized with strong analytical and problem-solving abilities
Ownership mentality
Strong attention to detail
Client prioritization
Compensation Details
The salary range for this role is $120,000-$175,000. 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 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.
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