Job Description
About the position The Head of Private Wealth Platforms & Experience will be a transformative leader within Neuberger Berman's Private Wealth business, responsible for shaping and executing the digital and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for clients and advisors, serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private Wealth transformation, ensuring best-in-class experiences, digital enablement, and operational excellence. Responsibilities • Lead the Wealth Platforms & Experience organization within Private Wealth, developing and executing a comprehensive digital transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. • Own and optimize the entire client and advisor journey, with full accountability for client-facing workflows, digital tools, and all aspects of digital and traditional communications. • Serve as the business owner for all digital and client-facing tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self-service solutions. • Determine the optimal suite of platform capabilities to support SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. • Lead the design and implementation of the NB Private Wealth Advisor Workstation and associated tools, ensuring advisors have access to critical data, workflows, and client insights. • Overhaul and fully digitize the client account opening and onboarding experience to deliver a seamless, efficient, and highly engaging process. • Serve as the business owner for internal Private Wealth applications (CRM, OMS, document management, asset movement, etc.), overseeing their ongoing evolution, integration, and adoption across the organization. • 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. • Implement feedback mechanisms to ensure the prioritization and continuous improvement of platform features and business processes, accounting for both advisor and client preferences. Requirements • Bachelor's degree required. • 15+ years' experience in private wealth management, wealth technology platforms, or digital transformation leadership roles. • Proven track record overseeing digital platforms and client experience within the financial services sector. • Deep understanding of Private Wealth business models, digital client engagement, and advisor workflows. • Experience leading cross-functional teams and managing large-scale transformation initiatives. • Ability to synthesize feedback, client insights, and analytics into actionable platform and process improvements. • Exceptional communication, leadership, and stakeholder management skills. • Ownership mentality. • Strong attention to detail. • Client obsessed. Benefits • Paid time off • Medical/dental/vision insurance • 401(k) • Life insurance • Discretionary bonus Apply tot his job