Hiring: Private Wealth Senior 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, Six Sigma, Wealth Management About the job Experience: •12+ years of direct wealth management home office experience in roles across Operations or Business Architecture. This role is pivotal to the ongoing Private Wealth transformation, ensuring best-in-class experiences, digital enablement, and operational excellence. •12+ years of experience in Wealth Management / Private Banking. Direct experience with client service, product ownership, or business analysis a plus Required Skills: •Working closely with our Wealth Advisor Teams, as well as stakeholders from across the firm, this leader will advocate for a re-imagined platform that can deliver our future state capabilities for both Client and Advisor experiences. •Own and enhance all aspects of the Client and Advisor journeys across the Private Wealth business, including all touchpoints from account opening through maintenance to reporting •Create and maintain journey maps, process flows, SOPs, and playbooks and training materials across the end-to-end client onboarding and maintenance journeys, which then informs our thinking for our next generation wealth platform •Set and deliver the vision of our future state model, specifically as it relates to client onboarding and servicing journeys •Identify friction points and implement enhancements that reduce handoffs, processing times, and error rates •Analyze current operating model, inclusive of roles and responsibilities across all areas supporting the Client and Advisor journeys •Evaluate current operating practices and implement best-in-class business processes across all aspects of the client lifecycle to drive efficiency, scalability, and risk reduction •Overhaul and fully digitize the client account opening and onboarding experience to deliver a seamless, efficient, and highly engaging process Qualifications: •Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering or a related field. Advanced degree or certifications such as Lean Six Sigma, PMP, or similar are a plus •Comprehensive expertise in Private Wealth business models, digital client engagement, and advisor workflows •Strong knowledge of process mapping, workflow analysis, and operational efficiency tools •Proficiency in automation technologies and familiarity with digital transformation initiatives •Expertise in change management principles and techniques •Candidate must be a self-starter with the ability to operate independently and make decisions •Candidate will manage and mentor junior Associate(s) reporting into them •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 Compensation: •$175,000 - $250,000 / 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!