Position Overview:

The Client Service Operations Manager will support Team Kaminsky, one of Neuberger's largest Private Wealth Management teams. This is a player/coach role for a hands-on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability. The Manager will partner closely with all members of the portfolio management team as well as own the relationship with the broader Operations, Compliance, and Business Controls teams at the firm to ensure a seamless and rewarding client experience.

Primary Responsibilities:

Operations Manager

• Act as the team's day-to-day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities
• Build and implement repeatable processes, templates, checklists, and controls to impr...