About Neuberger Berman

Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.

The Role

The Trading Systems Product Manager for the Private Wealth Platform is a critical role that bridges the gap between business stakeholders and the technology development team. This individual is responsible for driving the strategic vision, enhancements, and operational efficiency of the trading platform (e.g., Charles River), ensuring it meets the evolving needs of the Private Wealth Management division. The role requires a combination of technical acumen, product management expertise, and deep knowledge of trading workflows to deliver scalable and innovative solutions.

Responsibilities

You will work as part of an agile team participating in analysis, design, development & implementation of applications, systems and processes that address business needs & are aligned to a multi-year roadmap. These applications are designed and tailored to support Private Wealth Portfolio Managers in managing client portfolios more effectively, improving productivity, decision-making, and client satisfaction.

Key Responsibilities

• Analyze, create, and optimize workflows within the Private Wealth Trading Platform, Charles River, with a focus on enhancing trading processes and system efficiency.

• Manage the product backlog for Charles River and its integration with confirmation, affirmation, and trade execution platforms, prioritizing features based on business needs and stakeholder input.

• Collaborate with Private Wealth Portfolio Managers, Traders, and other business stakeholders to gather, document, and prioritize business requirements, ensuring alignment with organizational goals.

• Ensure the development and delivery of features or updates are in line with the roadmap's timelines, milestones, and objectives.

• Provide functional and technical support for system upgrades and enhancements, including testing, troubleshooting, and coordination with IT and external vendors.

• Conduct data analysis to identify trends and provide actionable insights that improve decision-making and operational efficiency.

• Develop and deliver user training sessions and comprehensive documentation to ensure knowledge transfer and effective platform usage.

• Act as a liaison between business units and IT, facilitating clear communication and the successful delivery of scalable trading solutions.

• Foster a culture of continuous improvement by contributing to retrospectives and incorporating feedback into future workflows and processes.

• Manage ad hoc projects related to the trading platforms, ensuring timely delivery, alignment with business objectives, and effective resource utilization.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field.

• 10+ years of experience as a Business Analyst, product management, or a related role within the financial services industry.

• 5+ experience with Charles River IMS (v21R1+ preferred) including configuration, implementation, or support

• Strong analytical and problem-solving skills, with the ability to translate complex business requirements into actionable technical solutions.

• Excellent communication and interpersonal skills, with a proven ability to collaborate across teams and manage stakeholder expectations.

• Knowledge of investment management processes, including portfolio construction, trading workflows, and compliance requirements.

• Familiarity with the regulatory environment surrounding the asset management business.

• Ability to work independently and as part of a team, managing multiple priorities effectively.

Preferred Skills:

• Experience with Charles River Development (CRD) SaaS migration activities is preferred

• Proficiency in SQL for querying and analyzing data, with experience using data analysis tools such as Excel, Python, or R.

• Experience with project management methodologies (Agile, Waterfall) and tools such as JIRA or Confluence.

• Certifications such as CFA, FRM, PMP, or Scrum Master are a plus.

• Experience with business intelligence tools (e.g., Tableau, Power BI) or trading system integrations (e.g., FIX protocol) is a plus.

About our Neuberger Berman Technology team:

We are a unique group of technologists with broad capabilities operating as a flat organization, working in a brand-new state of the art office located in Midtown Manhattan. We are independent and employee-owned, our decisions are not driven by outside shareholders or short-term market fluctuations.

Technology is co-located with the business in our Global Headquarters. Technology doesn’t just enable our business but is taking accountability to create tools to give our business a competitive edge. Your workspace is designed for collaboration with huddle/scrum rooms, audio/visual connections across the floor, soft seating and dedicated white-noise development spaces. Employee feedback is taken seriously and contributes to our constantly evolving office environment.

#LI-DD2

#LI-Hybrid

Compensation Details

The salary range for this role is $140,000-$170,000. 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/affirmative action 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 $481 billion in client assets (as of June 30, 2024) 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 750-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