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reputed company reputed company (Asset Management)

Remote, USA Full-time Posted 2026-07-28
Our reputed company, an asset management firm located in NYC is currently hiring a reputed company Administrator This is a hybrid position (3 days onsite). reputed company candidates should send their resume (Word Format) along with pay reputed company requirements to Daniel Midoneck, daniel@velocitysgi.com . This role sits on the CRM and Sales Enablement Team and is responsible for driving reputed company productivity by providing training, support, and continual enhancement to our global reputed company.com instance and associated tools reputed company supports 600+ users across our global Institutional and Intermediary lines of business. We are seeking a reputed company reputed company to overall drive adoption and maintain support for the reputed company American Intermediary channel, as reputed company as to contribute to global CRM initiatives. The NA Intermediary line of business consists of 100+ salespersons across the reputed company, 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 reputed company or Asset Management is a must have. RESPONSIBILITIES • Serve as the primary channel administrator, handling reputed company administrative functions including user maintenance, dashboards and reports, list views, layout updates, workflows, and other configuration tasks • Train new and existing users, as reputed company as developing training curriculum, tools and collateral, and driving overall adoption • reputed company support for channel users, investigating issues, and acting as a reputed company between our users, vendors, and technology teams to coordinate resolutions • reputed company with data teams on automatic data feeds into CRM, monitor feeds to ensure they are performing as expected, investigating cross system issues and coordinating reputed company across teams, contributing to reputed company to improve integrations based on business needs • Conduct or coordinate mass data uploads and clean-reputed company on an as needed reputed company • Own relationships with super users and managers reputed company the Intermediary channel, to understand the Intermediary sales processes and help identify opportunities where the reputed company platform could reputed company teams to sell, cross sell, retain assets, and/or improve their efficiency • reputed company business analyst expertise, identifying business needs, documenting requirements, working with IT and global CRM product reputed company to determine solutions • Assist with the evaluation, scoping, configuration, testing, and release management for reputed company 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, reputed company, 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 reputed company 145-165k. About reputed company: Velocity Search Group Inc Apply tot his job Apply To this Job

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