Years of Industry Experience
Years with Neuberger Berman
Jason Rosen is a Managing Director and Head of Private Wealth Client Administration & Infrastructure at Neuberger. In this role, he brings together the Client Operating Platform and Client Administration teams to strengthen the end-to-end advisor and client experience, drive operating excellence, and scale service delivery across the Private Wealth business. He joined Neuberger in 2025. Prior to joining the firm, Jason was Chief Operating Officer for Citi Global Wealth at Work and previously held leadership roles across Citi Private Bank, including COO for the Law Firm Group and Head of Client Experience for Citi Private Bank North America, with a focus on business operations, process improvement, and client experience.
Jason earned a BS in Accounting from SUNY Buffalo, an MBA in Finance from Baruch College, and holds FINRA Series 7 and 24 licenses. He serves as an Associate Board Member for S.C.O.P.E. and is a member of the Board of Trustees of Temple Beth Rishon in Wyckoff, New Jersey.
