Neuberger Berman · 3 hours ago
Business Management Associate
New York, NY
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $120K/yr
2+ years expNeuberger Berman is a financial services firm seeking a Business Management Associate to support their Cross-Channel and RIA Sales team. The role involves training coordination, KPI tracking, CRM management, and preparation of sales training materials to enhance efficiency and data-driven decision making.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
Responsibilities
Own the Monday Training Call calendar and 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
Coordinate monthly YCharts and Dakota calls, focusing on best practices, new tools, and updated information
Assist with customized presentations for sales training sessions and internal team meetings
Produce a weekly Monday report summarizing goals and KPI performance by territory
Leverage Dakota to drive targeted prospecting and consistent tool usage
Manage Broadridge tier tracking and related proactive ideas/analytics
Track Alternative Investments Specialist usage and contribution to sales efforts
Own the Monthly Custom Direct Indexing update and support quarterly review prep materials (leveraging existing best-practice frameworks)
Support the Enterprise / Dakota CRM Project, including feedback and process improvements
Lead CRM management and clean up to ensure accurate, standardized data across accounts, contacts, and activities
Provide Monthly Enterprise updates, summarizing key data, trends, and progress with main Enterprise teams
Assist with presentations for senior leadership, including sales results, KPIs, and enterprise initiative updates
Qualification
Required
2–5 years in financial services, sales support, sales operations, or business management preferred
Strong Excel skills and comfort working with sales and activity data
Experience with CRM 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
Bachelor's degree required, ideally in business, finance, economics, or a related field
Preferred
Prior exposure to intermediary distribution is a plus
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
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