CRM ADMINISTRATOR-PRIVATE WEALTH AT GLOBAL INVESTMENT MANAGEMENT FIRM

Marketing
New York, NY
August 8, 2025
$90,000 - $130,000
Full Time
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  • Job Description

Global, solidly established investment manager looking for an experienced CRM Administrator to join its Sales Enablement Team.  In this role, you will play a key role in driving adoption and providing support for the Private Wealth Channel. Reporting to the Head of Sales Enablement, this role is focused on enhancing the Private Wealth Financial Advisor experience by analyzing business processes, identifying gaps, and implementing effective solutions in partnership with end users, technology teams and leadership. Key responsibilities include CRM Administration, User Training, Issue Resolution, and Coordinating Cross-system Data Integrations and Clean-ups. The successful candidate will also champion adoption efforts, develop training materials, and ensure tools and processes are operating efficiently to meet business needs.  Strong stakeholder management, an ability to measure adoption, and a collaborative mindset are essential.

The Private Wealth CRM Administrator will be part of a broader Sales Enablement Team, responsible for improving the sales and marketing processes across our Private Wealth, Institutional, and Intermediary lines of business.

Hybrid role with Three (3) Days in the Office and Two (2) Days Remote/Virtual.

QUALIFICATIONS AND SKILLS

  • Bachelor’s Degree required, preferably in Economics, Finance, Business, Statistics, or Computer Science.
  • Three Plus (3+) years of experience with Salesforce Administration.
  • Certifications (Salesforce ADM201, fADM211) would be a plus.
  • Experience with Financial Services Cloud a plus.
  • Experience within Asset Management and/or Private Wealth Industry highly preferred.
  • Strong written and verbal communication skills.
  • Experience with Building and Delivering Salesforce Training.
  • CRM Product or Project Management experience is desired.
  • Strong Data management Abilities, with Data Maintenance Tool experience – Data Loader, DemandTools.
  • Experience with other sales enablement tools, including Seismic, and tools for process mapping and design such as Miro, Figma, Visio, etc. are a plus.
  • Self-starter with proven initiative and ability to work independently and as part of a broader team.

RESPONSIBILITIES AND DUTIES

  • Develop a deep understanding of the Private Wealth business and processes; identify pain points and gaps, and opportunities to improve the sales experience.
  • Provide business analyst expertise, identifying business needs, documenting requirements, working with Global Technology and the Head of Sales Enablement to determine solutions.
  • Partner with stakeholders to gather feedback and prioritize enhancements based on user needs and business value.
  • Measure and report on user adoption, engagement, and process improvements to demonstrate the impact of CRM initiatives.
  • Assist with the business case development, including estimation of costs & benefits of a given initiative, and the scoping, configuration, testing, and release management for projects to meet channel needs.
  • Train new and existing users, as well as developing training curriculum, tools and collateral, and driving overall adoption.
  • Provide support for channel users, investigating issues, and acting as a liaison between our users, vendors, and technology teams to coordinate resolutions.
  • Serve as the primary channel administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, layout updates, flows, and other configuration tasks.
  • Collaborate with data teams to oversee automatic data feeds into CRM; monitor system performance, investigate cross-system issues, and coordinate resolutions while contributing to integration improvement projects as needed.
  • Conduct or coordinate mass data uploads and clean-ups on an as needed basis, in coordination with Global Technology.