Job Summary
The Business Analyst is responsible for overseeing and improving the client service experience by developing process flows, journey maps, and standard operating procedures (SOPs) aimed at enhancing operational efficiency. This role will also focus on driving technology initiatives, which include crafting requirements, conducting user testing, and managing data governance to maintain consistency within the wealth management sector.
Responsibilities
- Create and enhance process flows and journey maps to optimize the client service journey.
- Develop standard operating procedures (SOPs) to promote operational efficiency.
- Lead initiatives for technology enablement, including requirements gathering and user testing.
- Ensure effective data governance for consistency across the wealth management business.
Qualifications
- Bachelor’s degree in a relevant discipline.
- A minimum of 5 years of experience in wealth management or private banking.
- Strong skills in process mapping and operational efficiency tools.
- Expertise in change management methodologies.
Neuberger Berman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
