Own end-to-end technical onboarding execution for new clients, coordinating activities from kickoff through go-live and handoff to BAU support.
Drive cross-team planning across Engineering, Data, Infrastructure/Cloud, Network, Information Security, and Support to align scope, milestones, dependencies, and resourcing.
Develop effective communication plans including management reporting, tracking, and senior management presentations
Lead technical discovery with the client and internal partners to capture requirements (data feeds, file formats, APIs, SSO, entitlements, environments), document decisions, and confirm acceptance criteria.
Coordinate data and integration delivery: manage interface specifications, data mapping, secure transfer setup, connectivity validation, and end-to-end workflow readiness across upstream/downstream systems.
Ensure operational and security readiness by coordinating environment provisioning, access/entitlements, SSO setup, security reviews, and required approvals with InfoSec and control functions.
Plan and run testing and cutover: define test approach, coordinate SIT/UAT, track defects to closure, execute go-live checklists, and lead hypercare through stabilization.
Run onboarding governance: maintain RAID logs, facilitate regular tech working sessions and stakeholder readouts, escalate blockers, and publish clear status updates, documentation, and runbooks for handoff.
Requirements
5+ years of experience in product management, business analysis, and solution design, particularly in financial services.
Familiarity with portfolio management workflows (e.g., idea generation, research management, PM workflows, portfolio construction, performance/attribution, risk, compliance) and how data flows across them.
Hands-on with SQL; proficiency with Python for analysis/prototyping and Tableau (or similar BI) for visualization.
Exposure to generative AI/agentic frameworks and their practical application in research and investment workflows is a plus (prompt engineering, RAG, orchestration, evaluation).
Experience with modern SDLC and DevOps (agile practices, CI/CD, testing strategies, observability).
Strong business analysis and project management skills across Agile and Waterfall frameworks; experience with Kanban, Scrum, or similar methodologies a plus
Excellent verbal and written communication skills; able to influence and present effectively to senior management and diverse stakeholders
Well organized, detail-oriented, with a high commitment to execution quality and individual accountability
Proficient in Microsoft Office (Word, Excel, PowerPoint, MS Project); experience with Monday, Confluence, JIRA, Visio, Miro, Aladdin and similar tools a plus
A broad knowledge of traditional and alternative asset classes and investment vehicles (mutual funds, ETFs, UCITS, CLOs, private funds, institutional/multi-asset mandates) is a plus
Bachelor's degree in a technical or quantitative field (CS, Engineering, Finance, or related) or equivalent experience.
Location/ In Office Requirement:
This position will be based in our New York office.
This is a Hybrid work schedule, with a mandatory requirement of a minimum 2 days in office, which is subject to change at Neuberger's discretion.
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
Benefits
Vision insurancePerformance bonus
Additional Information
Neuberger's Technology team is seeking a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff through go-live. You will partner with client stakeholders and internal technology and business teams to define requirements, align timelines and dependencies, drive issue resolution, and ensure readiness across data, integrations, access, and operational workflows. You'll own clear communication, documentation, and governance to deliver a controlled, repeatable onboarding experience and successful client outcomes.
Nb · New York, NY