Senior Associate - Private Wealth Digital Platforms & Client Experience

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 13, 2026

Salary

$90K-$110K From the posting source checked Jun 20, 2026

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

62% above the BLS role benchmark for operations aggregate.

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Operations From the posting source checked Jun 20, 2026

Seniority

Senior From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Senior Associate - Private Wealth Digital Platforms & Client Experience New York, NY Position Overview: The Senior Associate - Digital Platforms & Client Experience will play a key role in advancing the digital experience for Neuberger Wealth clients. This role centers on identifying and implementing client-centric enhancements to the client portal and mobile app, supporting seamless and efficient digital interactions. Additional responsibilities include client service data analysis in support of Neuberger wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client communications. Success in this role calls for a genuine interest in elevating client experiences and a commitment to continuous improvement. Primary Responsibilities: Identify and recommend client-centric enhancements to the online client portal and app to drive meaningful improvements in the overall client experience Partner with internal technology teams and third-party fintech firms to define requirements and perform quality assurance on new features, confirming solutions are aligned with objectives and meet quality standards Support the client portal by addressing inquiries from Neuberger wealth teams, troubleshooting and resolving issues, and documenting solutions to prevent recurrence Collaborate with internal teams, including Marketing, Legal & Compliance, Operations, and Technology, to define, draft, and distribute external client communications Leverage Salesforce advisor book data to analyze client segments, assess the reach and impact of client communications, and translate insights from large data sets into actionable outcomes using tools such as Excel and Tableau Evaluate current communication processes and recommend operational and technological improvements to enhance efficiency and effectiveness Present upcoming

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