Neuberger Berman
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
onlineaccommodations@nb.com
.
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by
Pensions & Investments
as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin
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
onlineaccommodations@nb.com
.
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by
Pensions & Investments
as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin