Private Wealth Business Enablement Officer

Neuberger Berman Group

Base: $120,000-$175,000; bonus/equity: discretiona...
Technology budget and prioritization
Business case development
Cross-functional requirements
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

Job Summary

  • 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.
  • 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.

Matching Summary

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.

Salary

Base: $120,000-$175,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Technology budget and prioritization
  • Business case development
  • Cross-functional requirements
  • Change management expertise
  • Stakeholder management and influencing

Nice-to-have

  • Client prioritization
  • Ownership mentality
  • Strong attention to detail

Key Requirements

  • 8+ years experience in Wealth/Asset Management
  • Bachelor's degree required
  • Authorized to work in the US without sponsorship

Work Rights

Not specified

Tailored Resume

Cover Letter