• Salesforce Administrator - Private Wealth

    Neuberger Berman (New York, NY)
    …statistics, or computer science preferred + 3+ years' experience with Salesforce Administration ; certifications ( Salesforce ADM201, ADM211) preferred; ... with Financial Services could a plus + Experience within Asset Management and/or Private Wealth Industry highly...verbal communication skills + Experience with building and delivering Salesforce training + Strong data management abilities,… more
    Neuberger Berman (05/13/25)
    - Related Jobs
  • Client Associate

    Neuberger Berman (New York, NY)
    …explanations of procedures and oversee the transfer of assets + General administrative tasks; scheduling client meetings, travel and expense reports and CRM tasks ... + Oversee marketing initiatives including mass mailings, quarterly commentary, salesforce campaigns, coordinate logistics and maintain guest invitee lists for client… more
    Neuberger Berman (04/25/25)
    - Related Jobs
  • Senior Specialist, Marketing

    Cardinal Health (Albany, NY)
    …implementation of paid media campaigns, content amplification efforts, and various administrative and logistical tasks to help drive brand awareness and lead/patient ... This may include setting up campaigns in platforms, creating reports, and managing asset delivery. + Support the amplification of content created by the Activation… more
    Cardinal Health (07/02/25)
    - Related Jobs
  • Sales Technology and Analytics Manager

    OEC Group (Queens, NY)
    …Competencies + Exceptional experiences and demonstratable skills in + CRM (SugarCRM, Salesforce , etc.), Rate & Quotation Management Systems (design, build and ... of experience in IT / 5+ years of people management experience + CRM, Rate & Quotation Management... and capability delegation (Shift-left/Service Service) + Manage IT asset lifecycle and visibility + Control IT policies and… more
    OEC Group (07/22/25)
    - Related Jobs
  • Wealth Managment Advisor

    US Bank (New York, NY)
    …+ Facilitate the delivery of strategies and capabilities including portfolio management , trust administration , investment advisory, and insurance + Deliver ... and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we...experience for your clients + Technology platforms including MoneyGuidePro, Salesforce , Seismic, and more to help you service your… more
    US Bank (06/19/25)
    - Related Jobs
  • Wealth Analyst I

    City National Bank (New York, NY)
    …through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons of current ... all other appropriate services. * Assume primary responsibility to work with CNR Administrative group on the front-end on-boarding of new investment management more
    City National Bank (06/24/25)
    - Related Jobs