CRM Product Owner - North America
About the job
- A Bachelor's degree or equivalent experience.
- At least 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, Customer Relationship Management, Sales Enablement, Business Analysis, or another business-facing distribution role.
- Demonstrated success translating business needs into delivered technology capabilities and measurable outcomes.
- Strong stakeholder leadership, communication, facilitation, and problem-solving skills, with the ability to bring structure to ambiguity and drive decisions.
- Experience leading process improvement, user adoption, or organizational change initiatives.
- Serve as lead business product owner for Customer Relationship Management capabilities supporting North America Institutional and Intermediary businesses.
- Own roadmap prioritization with the Head of CRM & Sales Enablement and key business stakeholders, translating 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.
- Promote data quality and governance in partnership with data stewardship and operations teams.
- Use business outcomes, adoption measures, and user feedback to guide priorities and improve platform value.
- Build trusted relationships across sales leadership, consultant relations, relationship management, operations, data, and technology.
- Align North America distribution stakeholders and CRM delivery teams, facilitating decisions across competing priorities.
- Identify opportunities to improve client coverage, sales workflows, and commercial effectiveness through CRM, analytics, process improvement, and practical artificial-intelligence-enabled capabilities.
- Communicate priorities, progress, outcomes, risks, and recommendations effectively to leadership and users.
- Lead rollout, change management, training, and adoption for new CRM capabilities and enhancements.
- Develop targeted communications and enablement materials, and monitor adoption and business impact to improve realized value.
- Salesforce experience, including familiarity with configuration, reporting, automation, and governance sufficient to assess tradeoffs and partner with administrators and developers.
- Experience with CRM, client coverage, sales enablement, analytics, data governance, or commercial effectiveness platforms.
- Experience evaluating, piloting, implementing, or driving adoption of artificial-intelligence-enabled business solutions.
- Relevant Salesforce, Product Owner, Product Management, CFA, CIMA, or related certifications.
About the company
Neuberger Berman is a private, independent, employee-owned investment management firm that manages a broad range of assets for institutions, advisors, and individuals worldwide, including equities, fixed income, private equity, and hedge funds. Its products work by actively managing client assets across multiple strategies, earning revenue from management and performance-based fees. The firm emphasizes a hybrid network model with in-house professionals and a broad advisor network, and it operates a notable private equity platform with co-investment capabilities. ESG principles are integrated into its investment approach. The company differentiates itself through its employee-ownership alignment, long-term investment perspective, a sizeable private equity/co-investment program, and a global network. Its goal is to grow client assets and outcomes by aligning the firm’s interests with those of its clients and expanding its investment offerings through partnerships and acquisitions.
Company Size
N/A
Company Stage
N/A
Total Funding
$13.1B
Headquarters
New York City, New York
Founded
1939
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Simplify's Take
What believers are saying
- Neuberger closed its debut Japan private equity fund at $460 million on September 18, 2026.
- August 25, 2026 Balanced Fund broadens monetization across equity, fixed income, and multi-asset demand.
- Revelio Labs showed 3,582 employees in March 2026, up 5.6% from 2023.
What critics are saying
- HINC exposes Neuberger to custody, smart-contract, and blockchain-transfer failures immediately.
- Datavant closes in Q4 2026; a failed deal delays private-markets fee capture.
- BlackRock, KKR, and Apollo intensify tokenized-fund competition through Securitize partnerships.
What makes Neuberger Berman unique
- 100% employee-owned, Neuberger aligns portfolio-manager capital with client outcomes.
- SMBC named Neuberger first Japan private debt JV partner on April 27, 2026.
- Neuberger launched HINC, its first tokenized fund, across four blockchains in August 2026.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Performance Bonus
Company News
Grafine hires former Neuberger Berman exec for strategic initiatives. Suzanne Flannery, managing director and head of strategic initiatives at Grafine Partners (Photo credit: Grafine Partners) Grafine Partners named Suzanne Flannery managing director and head of strategic initiatives, a newly created position. Flannery joins from Neuberger Berman, where she led a global team supporting the firm's investment offerings as managing director and head of the Product Marketing Platform. Before joining Neuberger Berman, she spent nine years at Goldman Sachs in senior roles across portfolio management, client solutions and hedge fund investing. Earlier in her career, she worked at J.P. Morgan and Monitor Group. Flannery now works with Grafine founder Elizabeth Weymouth, who launched the firm in 2019 after serving as a partner at Riverstone Holdings, where she built a business focused on identifying sector-specialist private equity firms and investing alongside them in high-alpha opportunities. Grafine has grown to approximately $1 billion in assets under management. Flannery's experience will strengthen Grafine's ability to scale and boost engagement, according to Weymouth. Flannery will also help further institutionalize the firm's investment, capital formation and operations functions while increasing its direct investment activity. The New York-based firm closed its Grafine Capital I fund with $600 million in total capital commitments in 2024, gathering capital from investors such as CAZ Investments, which committed $200 million to the firm in 2023. RedBird Capital was also an early backer.
Neuberger has raised approximately 70 billion yen ($460 million) for its first Japan-focused private equity fund. The NB Japan Private Equity Opportunities Fund attracted capital from institutional investors, family offices and private wealth investors. The fund will invest through commitments to Japanese private equity funds and direct co-investments. Neuberger has previously committed over 110 billion yen through commingled funds and custom accounts in Japan-focused investments, but this is its first dedicated Japan fund. The fundraising completed in under a year. Japan's private equity market has benefited from corporate governance reforms and demographic changes driving ownership transitions. The fund draws on Neuberger's private markets platform, which manages over $170 billion in investor commitments. Neuberger manages approximately $613 billion in total assets across multiple strategies.
People. Warburg Pincus Names Philip Nolan Head of U.S. Wealth. Warburg Pincus appointed Philip Nolan as managing director and head of U.S. wealth to lead the firm's efforts to deepen existing investor relationships and establish new partnerships across the U.S. wealth market. Nolan joins Warburg Pincus' Fundraising and Investor Relations group after 15 years at Neuberger Berman, where he most recently served as managing director and head of national accounts. Nolan began his career at AllianceBernstein. Nolan will lead the firm's efforts to strengthen relationships with existing investors, develop new wealth partnerships and expand its presence in the U.S. wealth channel. Amulet Capital Partners Promotes Sam Brinkley to Partner He previously worked as an investment associate at The Riverside Company. To read the entire story, you must be logged in. Rithm Capital Names Ann DeVries Head of IR DeVries most recently served as head of strategic finance and investor relations at Banc of California. To read the entire story, you must be logged in. Vector Capital Names Kiran Rao Managing Director and Head of Value Creation Rao joins Vector after five years at Vista Equity Partners, where he was chief operating officer of its operations team. To read the entire story, you must be logged in. EIV Capital Hires Kristin Kelly as Partner Kelly brings nearly two decades of energy investing, private equity and transaction experience across the upstream sector and broader energy value chain. To read the entire story, you must be logged in.
Neuberger and KKR have agreed to acquire a significant minority stake in Datavant, a healthcare data collaboration platform. New Mountain Capital, which has been invested in Datavant since 2014, will retain its control position. Datavant operates the nation's largest health data ecosystem, connecting patients, providers, payers, and other healthcare entities. The company's network reaches over 80,000 providers, 75 of the top 100 health systems, and 350-plus ecosystem partners. Its healthcare data touches 90% of the US population and 80% of Medicare Advantage plan participants. The new partnership will support Datavant's strategic vision and growth. CEO Kyle Armbrester said the investors align with the company's mission to make health data secure, accessible, and actionable.
Neuberger Berman Insurance Fund XIV Series Interests of the SALI Multi-Series Fund has raised $78.9 million through an open-ended exempt securities offering. The fund is categorised as both a pooled investment fund and a private equity fund. The limited partnership is registered in Delaware and operates across all US states. Cameron J. Vail serves as managing director of the general partner and signed the offering record on 10 September 2026. The partnership's official address is in Austin, Texas. The offering references exemptions 06b, 3C, and 3C.7, with no definitive target size disclosed for the ongoing fundraise.