Hiring: Private Wealth Business Analyst Company: Neuberger Location: New York, NY Job Posted Time: 2026-09-10 12:13:48 Target Skills & Keywords : Business Analysis, Change Management, Digital Transformation, Private Banking, Wealth Management About the job Experience: •5+ years of experience in Wealth Management / Private Banking. Direct experience with client service, product ownership, or business analysis a plus Required Skills: •Own and enhance all aspects of the Client Service journey across the Wealth business (transacting, trading, maintenance, inquiry, self-service) •Create and maintain journey maps, process flows, SOPs, and playbooks and training materials across the end-to-end client onboarding journey •Identify friction points and recommend enhancements that reduce handoffs, processing times, and error rates •Analyze current operating model, inclusive of roles and responsibilities across all areas supporting the Client Service journey. Recommend and implement changes focused on efficiency and enhanced client outcomes •Establish and track SLAs and KPIs •Drive all aspects of technology enablement in the Client Service space inclusive of requirements creation, user testing, release coordination, and post-launch adoption and performance •Partner with Enterprise Data Governance to define and maintain client and account data dictionaries and validation rules. Ensure consistency across the ecosystem and all client and advisor touchpoints •Inventory and rationalize Client Service forms and documentation requirements with the goal of simplification of workflows Qualifications: •Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or a related field •Strong knowledge of process mapping, workflow analysis, and operational efficiency tools •Proficiency in automation technologies and familiarity with digital transformation initiatives •Candidate must be a self-starter with the ability to operate independently and make decisions •Demonstrated capacity to build relationships and partner across a complex organization •Demonstrated capacity to multi-task and manage multiple simultaneous projects •Demonstrated capacity to influence seniors and stakeholders outside of your span of control •Excellent time management, follow-through, and project delivery skills •Exceptional written and verbal communication skills, able to simplify complexity Compensation: •$90,000 - $120,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!