CRM Administrator - Private Wealth

We are seeking a CRM Administrator who will play a key role in driving adoption and providing support for the Private Wealth channel.  Reporting to the Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective solutions in partnership with end users, technology teams and leadership.

Key responsibilities include CRM administration, user training, issue resolution, and coordinating cross-system data integrations and clean-ups. The successful candidate will also champion adoption efforts, develop training materials, and ensure tools and processes are operating efficiently to meet business needs.  Strong stakeholder management, an ability to measure adoption, and a collaborative mindset are essential.

The Private Wealth CRM Administrator will be part of a broader Sales Enablement team, responsible for improving the sales & marketing processes across our Private Wealth, Institutional, and Intermediary lines of business.

Responsibilities:

• Develop a deep understanding of the Private Wealth business and processes; identify pain points and gaps, and opportunities to improve the sales experience.

• Provide business analyst expertise, identifying business needs, documenting requirements, working with Global Technology and the Head of Sales Enablement to determine solutions

• Partner with stakeholders to gather feedback and prioritize enhancements based on user needs and business value

• Measure and report on user adoption, engagement, and process improvements to demonstrate the impact of CRM initiatives.

• Assist with the business case development, including estimation of costs & benefits of a given initiative, and the scoping, configuration, testing, and release management for projects to meet channel needs

• Train new and existing users, as well as developing training curriculum, tools and collateral, and driving overall adoption

• Provide support for channel users, investigating issues, and acting as a liaison between our users, vendors, and technology teams to coordinate resolutions

• Serve as the primary channel administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, layout updates, flows, and other configuration tasks

• Collaborate with data teams to oversee automatic data feeds into CRM; monitor system performance, investigate cross-system issues, and coordinate resolutions while contributing to integration improvement projects as needed.

• Conduct or coordinate mass data uploads and clean-ups on an as needed basis, in coordination with Global Technology

Qualifications:

• Bachelor's degree in economics, finance, or business administration, preferred

• 3+ years’ experience with Salesforce Administration; experience with Financial Services Cloud a plus

• Experience within Asset Management and/or Private Wealth Industry highly preferred

• Experience with building and delivering Salesforce training

• Strong data management abilities, with data maintenance tool experience - Data Loader, DemandTools

• CRM product or project management experience is desired

• Experience with other sales enablement tools, including Seismic, and tools for process mapping and design such as Miro, Figma, Visio, etc. are a plus

• Self-starter with proven initiative and ability to work independently and as part of a broader team

• Strong written and verbal communication skills

• Certifications (Salesforce ADM201, ADM211) would be a plus

In Office Requirements:

•          Hybrid Work Schedule with 3 days/ week in our New York Office

Compensation Details

The salary range for this role is $90,000-$130,000. 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 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 [email protected].

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