Head of Distribution Technology

Position Summary

The Head of Distribution Technology is a pivotal leadership role responsible for spearheading the development and implementation of technology solutions across Marketing Sales Employee Platform and Client Services. Reporting directly to Neuberger Bermans Chief Technology Officer and serving as a member of the Global Technology Management Team this role is essential to driving the firms distribution strategy through innovative technology and data use.

The ideal candidate will have a proven track record in financial services with a preference for experience in Wealth Management and/or Asset Management. Demonstrated expertise in leveraging advanced analytics to benefit marketing and sales professionals is crucial. This senior leadership position requires a visionary leader with extensive knowledge in data analytics distribution technology and financial services. The Head of Distribution Technology will oversee the creation and deployment of sophisticated technological solutions to optimize distribution channels enhance client engagement and drive business growth.

Key Responsibilities

• Strategic Leadership: Define and execute a technological vision aligned with the companys growth goals focusing on marketing and sales.

• Team Formation: Identify recruit mentor and retain toptier talent. Build a highperforming Marketing and Sales Tech team to support growth initiatives.

• Technology Expertise: Ensure seamless integration and functionality of key platforms particularly Microsoft products Salesforce and cloud solutions (Azure/AWS). Oversee the integration of CRM systems CMS data analytics platforms and other relevant technologies.

• Actionable Insights: Utilize data analytics to ensure marketing and sales teams have actionable insights and tools to maximize ROI.

• Stakeholder Engagement: Develop strong collaborative relationships with internal teams particularly marketing and sales to understand their technology needs and deliver solutions that drive business results.

• Vendor and Platform Management: Manage relationships with key technology vendors and platform providers to ensure optimal value and performance.

• Risk Management: Ensure technology implementations adhere to industry best practices maintaining data security and compliance standards.

• Project Management: Oversee the planning and delivery of technology and data projects ensuring they are completed on time within scope and budget.

Required Qualifications

• Bachelors degree in Computer Science Information Technology Business or a related field; Masters degree preferred.

• Proven experience in marketing and sales technology leadership roles with a strong portfolio of successful technology projects.

• Handson experience with Salesforce CRM including implementation customization and integration with other systems.

• Strong technical acumen with a deep understanding of cloud web development technologies and frameworks.

• Experience in managing and executing website revamps with a strong understanding of UI/UX principles.

• Demonstrable experience with data analytics and metrics to drive decisions and improvements.

• Excellent project management skills with a proven track record of delivering both requirement and large complex projects on time and within budget.

• Strong communication and stakeholder management skills capable of effectively presenting technical concepts to nontechnical audiences.

• Agile and flexible thinker who can drive and outcomes.

Desired Qualifications

• Certifications in Azure/AWS Salesforce or other relevant technologies.

• Experience with Agile and Scrum methodologies.

• Knowledge of the financial services and asset management industry.

• Experience with digital marketing tools and strategies including SEO and content management systems.

• Experience with Client Reporting Suite Platforms such as Vermilion is a plus.

• Ability to innovate and stay abreast of the latest industry trends and technologies.

• Flexibility and adaptability in a fastpaced environment with a handson approach to problemsolving.

• Strong analytical and strategic thinking skills with the ability to translate business needs into technology solutions.

• Experience in leading digital transformation projects particularly involving customerfacing platforms.

• Ability to work crossfunctionally with various departments to align technology initiatives with business goals.

• Passion for technology and its use in driving business outcomes.

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