Hiring: Senior Associate - Private Wealth Product Management Company: Neuberger Location: New York, NY Job Posted Time: 2026-09-10 12:13:48 Target Skills & Keywords : Product Management, Series 7, Wealth Management About the job Experience: •5+ years of experience in financial services, with meaningful exposure to investment products, wealth management, or investment advisory programs Required Skills: •Define and maintain the rules governing what products and programs can and cannot do; including account eligibility, client eligibility, and offering restrictions •Establish and document guardrails for new and existing products (e.g., which account types can hold, which client types qualify for a particular strategy, or how fees apply within a given context) •Partner with Legal, Compliance, and Operations to translate regulatory and policy constraints into clear operational parameters •Design and document the operational and data specifications for investment advisory programs and other client-facing programs (e.g., program enrollment criteria, capture and storage associated data that would be required, monitoring parameters, etc.) •Define program-level data requirements and ensure data attributes are properly structured, labeled, and used consistently across systems and reporting •Maintain governance artifacts including parameter matrices, eligibility frameworks, decision logs, and program specifications •Serve as a subject matter resource for product and program rules across stakeholder groups including Wealth Advisors, Client Service, Operations, Legal & Compliance, and Data & Technology •Support product launches by delivering complete and accurate parameter specifications that downstream teams can execute against Qualifications: •Bachelor's degree required; or Series 7 & 66 a plus •Strong working knowledge of investment product structures including mutual funds, ETFs, SMAs, and alternative investments (private funds, hedge fund structures strongly preferred) •Demonstrated ability to translate complex business or regulatory requirements into clear, actionable specifications •Exceptional attention to detail with strong written and verbal communication skills •Demonstrated capacity to manage multiple workstreams and stakeholders simultaneously in a dynamic environment •Operational familiarity with account data structures, reference data management, or product master •Background in investment advisory compliance, product governance, or operational risk •Naturally curious and analytically rigorous — comfortable questions such as "but what happens when…" questions •Strong judgment and discretion; high level of integrity and professionalism •Adaptable and energized by building in a growing, evolving team environment 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!