CRM Product Owner (North America)

About the role

Neuberger is looking for a North America CRM Product Owner to lead business product ownership for Salesforce and related client coverage capabilities supporting Institutional and Intermediary distribution teams. Reporting to the Head of CRM & Sales Enablement, this individual-contributor role translates business priorities into scalable capabilities that improve sales effectiveness, client engagement, workflow efficiency, data quality and user adoption. It is a business-owner role with cross-functional influence and stakeholder partnership rather than direct people management.

Key responsibilities

• Serve as lead business product owner for CRM capabilities supporting North America Institutional and Intermediary businesses.
• Own roadmap prioritization with the Head of CRM & Sales Enablement and key stakeholders, turning objectives into requirements, user stories, process designs and delivery plans.
• Partner with business, technology, operations and data teams across solution design, testing, rollout and optimization, and promote data quality and governance.
• Build relationships with sales leadership, consultants, relationship management, operations, data and technology, and align stakeholders and delivery teams.
• Identify improvements to client coverage, sales workflows and commercial effectiveness through CRM, analytics, process improvement and AI-enabled capabilities.
• Lead rollout, change management, training and adoption of new CRM capabilities, and develop communications and enablement materials.

Required profile

• Bachelor's degree or equivalent experience.
• 8+ years of relevant experience, preferably in asset management, wealth management or related financial services organizations.
• Strong understanding of asset management distribution, with experience supporting Institutional and/or Intermediary client coverage teams.
• Experience in Product Ownership, Product Management, CRM, Sales Enablement, Business Analysis or another business-facing distribution role.
• Demonstrated success turning business needs into delivered technology capabilities and measurable outcomes.
• Experience leading process improvement, user adoption or organizational change initiatives.
• Right to work in the United States without current or future sponsorship; hybrid with at least three days per week in the office.

Required skills

• Preferred: Salesforce experience (configuration, reporting, automation, governance).
• Preferred: experience with CRM, client coverage, sales enablement, analytics, data governance or commercial effectiveness platforms.
• Preferred: experience evaluating, piloting or adopting AI-enabled business solutions.
• Certifications such as Salesforce, Product Owner, Product Management, CFA or CIMA are a plus.

What we offer

• Salary range of $140,000-$180,000, with eligibility for a discretionary bonus.
• Paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits.