Head of Private Wealth Platforms & Experience

Job description

**Position Overview**

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.

**Key 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.

**Qualifications**

+ 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.

**#LI-JG3**

**#LI-Hybrid**

Compensation Details

The salary range for this role is $200,000-$250,000.

This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.

We may ultimately pay more or less than the posted range, and the range may be modified in the future.

This range is only applicable for jobs to be performed in the job posting location.

An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

**Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.

The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.**

_Neuberger Berman is an equal_ _opportunity_ _employer.

The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._

_Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) ._

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager.

From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence.

It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment.

These values are the cornerstone of our firm.

We prohibit any form of harassment, whether mental, verbal or physical.

We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence.

All who wish to be employed by the firm are expected to uphold these principles.

For important disclosures: http://www.nb.com/linkedin

Required Skill Profession

Other General