Salesforce Admin (Asset Management)

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Job description

Our client, an asset management firm located in NYC is currently hiring a Salesforce Administrator This is a hybrid position (3 days onsite). Qualified candidates should send their resume (Word Format) along with pay rate requirements to Daniel Midoneck, . This role sits on the CRM and Sales Enablement Team and is responsible for driving Sales and Marketing productivity by providing training, support, and continual enhancement to our global (url removed) instance and associated tools The team supports 600+ users across our global Institutional and Intermediary lines of business. We are seeking a Salesforce Admin to overall drive adoption and maintain support for the North American Intermediary channel, as well as to contribute to global CRM initiatives. The NA Intermediary line of business consists of 100+ salespersons across the United States, covering Broker Dealers/Wirehouses, Private Banks, Registered Investment Advisors (RIA), Subadvisory, and Retirement relationships. This is a AVP/VP role depending on experience. Experience in Wealth or Asset Management is a must have.

RESPONSIBILITIES

Serve as the primary channel administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, layout updates, workflows, and other configuration tasks

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

Interface with data teams on automatic data feeds into CRM, monitor feeds to ensure they are performing as expected, investigating cross system issues and coordinating resolution across teams, contributing to projects to improve integrations based on business needs

Conduct or coordinate mass data uploads and clean-ups on an as needed basis

Own relationships with super users and managers within the Intermediary channel, to understand the Intermediary sales processes and help identify opportunities where the Salesforce platform could enable teams to sell, cross sell, retain assets, and/or improve their efficiency

Provide business analyst expertise, identifying business needs, documenting requirements, working with IT and global CRM product owner to determine solutions

Assist with the evaluation, scoping, configuration, testing, and release management for projects to meet channel needs

QUALIFICATIONS

Understanding of and experience with the Asset Management industry, and specific understanding or experience with the NA Intermediary (Retail) distribution channel

Experience with automated data feeds required; experience with DST, Broadridge, etc. preferred

Experience with CRM Administration, 2+ years' experience with Lightning

Certifications (ADM201, ADM211) preferred

Experience with building and delivering training

Strong data management abilities, with data maintenance tool experience - Data Loader, DemandTools

Experience working in an agile project management environment

Excellent time-management, planning and organizational skills

High level of accuracy and attention to detail

Strong written and verbal communication skills

Self-starter with proven initiative and ability to work independently and as part of a broader team

Experience with business stakeholder management

Salary range 145-165k.

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