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 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
Analytics, Goals & KPI Management
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)
CRM & Enterprise Coordination
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
Qualifications
2–5 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 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
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.
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Compensation Details
The salary range for this role is $100,000-$120,000. 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, 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 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.
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