Senior Associate - Private Wealth Digital Platforms & Client Experience

Neuberger Berman Group

New York, NY, United States
Base: $90,000-$110,000; bonus/equity: discretionar...
On-site
Client-centric enhancements
Online access platforms
Fintech firm collaboration
The Senior Associate role will play a pivotal part in enhancing the digital client experience for Neuberger Berman’s Private Wealth clients

Job Summary

  • The Senior Associate 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.
  • Success in this role requires a passion for elevating client experience and a commitment to continuous improvement.

Matching Summary

The Senior Associate role will play a pivotal part in enhancing the digital client experience for Neuberger Berman’s Private Wealth clients.

Salary

Base: $90,000-$110,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • Client-centric enhancements
  • Online access platforms
  • Fintech firm collaboration
  • Client reporting needs
  • External client communications

Nice-to-have

  • Passion for elevating client experience
  • Commitment to continuous improvement
  • Seamless and efficient digital interactions

Key Requirements

  • Bachelor’s degree required
  • Minimum 3+ years’ experience in financial services
  • Wealth management or private banking preference
  • Experience with client-facing online access platforms highly desirable

Work Rights

Authorized to work in the United States

Tailored Resume

Cover Letter