NA CRM Product Owner: Salesforce & Enablement

Neuberger Berman

New York (NY)

Hybrid

USD 140,000 - 180,000

Full time

14 days+
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Benefits offered by this job

Discretionary bonus
Paid time off
Medical/dental/vision insurance
Retirement plan
Life insurance

Job summary

Neuberger Berman seeks a North America CRM Product Owner to lead Salesforce-driven client coverage capabilities for NA Institutional and Intermediary teams. This individual-contributor role translates business priorities into scalable CRM solutions, partnering with Salesforce admins and developers to boost sales effectiveness, data quality, and user adoption.

The role emphasizes ownership of CRM delivery, change management, and measurable outcomes without people management, reporting to the Head

Qualifications

  • Bachelor's degree or equivalent experience.
  • 8+ years of relevant experience in asset/wealth management or financial services.
  • Strong understanding of asset management distribution with Institutional/Intermediary client coverage experience.
  • Experience in Product Ownership, Product Management, CRM, Sales Enablement or related roles.
  • Demonstrated success translating business needs into technology capabilities and measurable outcomes.

Responsibilities

  • Lead business product ownership for CRM capabilities supporting North America Institutional and Intermediary businesses.
  • Own roadmap prioritization and translate objectives into requirements, user stories, and delivery plans.
  • Partner with business, technology, operations, and data teams across solution design, testing, rollout, and optimization.
  • Promote data quality and governance in partnership with data stewardship and operations teams.
  • Lead rollout, change management, training, and adoption for new CRM capabilities and enhancements.

Skills

Bachelor's degree
8+ years experience
Asset management knowledge
Product ownership/Management
CRM / Sales Enablement
Stakeholder leadership

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Neuberger Berman seeks a North America CRM Product Owner to lead Salesforce-driven client coverage capabilities for NA Institutional and Intermediary teams. This individual-contributor role translates business priorities into scalable CRM solutions, partnering with Salesforce admins and developers to boost sales effectiveness, data quality, and user adoption.

The role emphasizes ownership of CRM delivery, change management, and measurable outcomes without people management, reporting to the Head

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