Business Management Associate

New York City, NY - USA

Monthly Salary: $ 100000 - 120000

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

Summary

Reporting to the National Sales Manager the Business Management Associate will support the Cross-Channel and RIA Sales team of 20 internal and external wholesalers. The role focuses on training coordination KPI and goal tracking CRM and data management and preparation of materials for sales training and senior leadership. This position will help drive consistency efficiency and data-driven decision making across territories contributing to our three-year growth plan.

Responsibilities

Training & Sales Enablement
- Own theMonday Training Call calendarand maintain a rolling 60-day schedule for:
  - Monday Market & Product calls
  - Cross-Channel and RIA calls (agenda prep tied to campaigns launches marketing)
  - Fixed Income and Private Markets training
  - Internal Wholesaler training including agendas and follow-up
- Coordinatemonthly YCharts and Dakota calls focusing on best practices new tools and updated information
- Assist withcustomized presentationsfor sales training sessions and internal team meetings
Analytics Goals & KPI Management
- Produce aweekly Monday reportsummarizing goals and KPI performance by territory
- Leverage Dakota to drive targeted prospecting and consistent tool usage
- Manage Broadridge tier trackingand related proactive ideas/analytics
- TrackAlternative Investments Specialist usageand contribution to sales efforts
- Own theMonthly Custom Direct Indexing updateand supportquarterly review prepmaterials (leveraging existing best-practice frameworks)
CRM & Enterprise Coordination
- Support theEnterprise / Dakota CRM Project including feedback and process improvements
- LeadCRM management and clean upto ensure accurate standardized data across accounts contacts and activities
- ProvideMonthly Enterprise updates summarizing key data trends and progress with main Enterprise teams
- Assist withpresentations for senior leadership including sales results KPIs and enterprise initiative updates

Qualifications

25 years in financial services sales support sales operations or business management preferred
Prior exposure to intermediary distribution is a plus
Strong Excel skills and comfort working with sales and activity data
Experience withCRM systems(e.g. Salesforce/Enterprise CRM Dakota) and tools such as YCharts and Broadridge
Ability to interpret data track KPIs and produce clear actionable reporting
Strong organizational and project management skills; able to manage multiple recurring calendars and deadlines
Excellent written and verbal communication skills; able to create concise agendas reports and leadership-ready materials
Proactive detail-oriented self-starter who can work independently and in a collaborative team setting
Bachelors degree required ideally in business finance economics or a related field

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

#LI-JG3

#LI-Hybrid

Compensation Details

The salary range for this role is $100000-$120000. 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 employees 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 retirement 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 Companys sole discretion unless and until paid and may be modified at the Companys 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 .

Learn about the Applicant Privacy Notice.

Required Experience:

SummaryReporting to the National Sales Manager the Business Management Associate will support the Cross-Channel and RIA Sales team of 20 internal and external wholesalers. The role focuses on training coordination KPI and goal tracking CRM and data management and preparation of materials for sales t...