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Senior Associate - Private Wealth Digital Platforms & Client Experience
Neuberger
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New York, United States
Location
New York
Posted
June 10, 2026
Commute
Local Area
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Job Description
**Position Overview:**
The Senior Associate β 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...
The Senior Associate β 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...