Head of Distribution Technology - Neuberger Berman : Job Details

Business Overview

Global Technology partners with Neuberger Berman's businesses and individual users to achieve their unique investment and client service objectives. Our mission is to empower financial innovation by leveraging cutting-edge technology and robust information security measures to deliver secure, efficient, and scalable solutions that drive growth and enhance our colleagues and clients experience globally.

Position Summary

The Head of Distribution Technology is a pivotal leadership role responsible for spearheading the development and implementation of technology solutions across Marketing, Sales, Employee Platform, and Client Services. Reporting directly to Neuberger Berman's Chief Technology Officer and serving as a member of the Global Technology Management Team, this role is essential to driving the firm's distribution strategy through innovative technology and data use.

The ideal candidate will have a proven track record in financial services, with a preference for experience in Wealth Management and/or Asset Management. Demonstrated expertise in leveraging advanced analytics to benefit marketing and sales professionals is crucial. This senior leadership position requires a visionary leader with extensive knowledge in data analytics, distribution technology, and financial services. The Head of Distribution Technology will oversee the creation and deployment of sophisticated technological solutions to optimize distribution channels, enhance client engagement, and drive business growth.

Key Responsibilities

• Strategic Leadership : Define and execute a technological vision aligned with the company's growth goals, focusing on marketing and sales.

• Team Formation : Identify, recruit, mentor, and retain top-tier talent. Build a high-performing Marketing and Sales Tech team to support growth initiatives.

• Technology Expertise : Ensure seamless integration and functionality of key platforms, particularly Microsoft products, Salesforce, and cloud solutions (Azure/AWS). Oversee the integration of CRM systems, CMS, data analytics platforms, and other relevant technologies.

• Actionable Insights : Utilize data analytics to ensure marketing and sales teams have actionable insights and tools to maximize ROI.

• Stakeholder Engagement : Develop strong collaborative relationships with internal teams, particularly marketing and sales, to understand their technology needs and deliver solutions that drive business results.

• Vendor and Platform Management : Manage relationships with key technology vendors and platform providers to ensure optimal value and performance.

• Risk Management : Ensure technology implementations adhere to industry best practices, maintaining data security and compliance standards.

• Project Management : Oversee the planning, execution, and delivery of technology and data projects, ensuring they are completed on time, within scope, and budget.

Required Qualifications

• Bachelor's degree in Computer Science, Information Technology, Business, or a related field; Master's degree preferred.

• Proven experience in marketing and sales technology leadership roles, with a strong portfolio of successful technology projects.

• Hands-on experience with Salesforce CRM, including implementation, customization, and integration with other systems.

• Strong technical acumen with a deep understanding of cloud, web development technologies, and frameworks.

• Experience in managing and executing website revamps, with a strong understanding of UI/UX principles.

• Demonstrable experience with data analytics and metrics to drive decisions and improvements.

• Excellent project management skills, with a proven track record of delivering both requirement and large, complex projects on time and within budget.

• Strong communication and stakeholder management skills, capable of effectively presenting technical concepts to non-technical audiences.

• Agile and flexible thinker who can drive execution and outcomes.

Desired Qualifications

• Certifications in Azure/AWS, Salesforce, or other relevant technologies.

• Experience with Agile and Scrum methodologies.

• Knowledge of the financial services and asset management industry.

• Experience with digital marketing tools and strategies, including SEO and content management systems.

• Experience with Client Reporting Suite Platforms, such as Vermilion, isa plus.

• Ability to innovate and stay abreast of the latest industry trends and technologies.

• Flexibility and adaptability in a fast-paced environment, with a hands-on approach to problem-solving.

• Strong analytical and strategic thinking skills, with the ability to translate business needs into technology solutions.

• Experience in leading digital transformation projects, particularly involving customer-facing platforms.

• Ability to work cross-functionally with various departments to align technology initiatives with business goals.

• Passion for technology and its use in driving business outcomes.

Compensation Details

The salary range for this role is $225,000-$280,000. 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 New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), 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/affirmative action 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 [email protected] .

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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

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