AllianceBernstein

  • Associate Relationship Manager

    Location : Location US-TN-Nashville
    ID
    2019-6383
    Category
    Client Services (Sales, Marketing, Product Strategy)
    Position Type
    Full-Time
  • Company Overview

    About AllianceBernstein

     

    AllianceBernstein (AB) is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries and private-wealth clients in major global markets. Our client base includes some of the world’s leading institutions as well as private-wealth clients and retail investors. We maintain research, portfolio-management, wealth-management and client-service offices around the world, reflecting our global capabilities and the needs of our clients. Partnering closely with clients, our research and portfolio management teams collaborate across asset classes, regions, sectors, and investment strategies to spark new thinking and deliver superior outcomes. We foster an inclusive environment that offers opportunities for team members to continually learn, develop their skills and take on new challenges to progress in their careers.

     

    Client Group Overview

     

    The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas:

    • Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help c lients build and preserve their wealth
    • Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education
    • Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities
    • Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events
    • Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability 

    AllianceBernstein is an equal opportunity employer.  We do not discriminate based race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.

    Responsibilities

    Job Summary


    We are looking for a Strategic Relationship Associate within our National Accounts team. This team is responsible for the home office relationships with all major retail intermediaries (i.e. broker/dealers, banks, independent brokerages, RIAs, etc.). Through these relationships, the SRG team works to promote AB’s brand, advocate the firm’s capabilities, and increase product presence within the retail marketplace.

    In coordination with the Strategic Relationship Managers, the Associate Relationship Managers’ primary function and goal is to proactively service and develop the firm’s relationships with RIAs, Bank Trusts and TAMPs. The role entails regular interaction with intermediary firm’s many different business units, including relationship management, distribution, research, business development, operations, legal/compliance, etc. The associate acts as the liaison between those business units and all teams internally here at AB – field sales, product, marketing, portfolio management, legal, etc.

     

    Job Description


    Specific responsibilities include but are not limited to:

    • Support client needs and manage day-to-day client requests. Liaise with various internal business units to meet those needs
    • Partner with Strategic Relationship Manager to provide business updates to partner firms – partnership priorities, key initiatives, firm updates, etc. Offer creative input on how to strengthen relationships with partner firms
    • Communicate partner firms’ investment outlooks, home office product focuses, platform updates, and new business initiatives with AB field sales team
    • Prepare for partner firm meetings and conferences – book speakers, confirm and prepare attendees, select and arrange for marketing materials and booth preparation, attend and represent on behalf of AB
    • Manage client deliverables on both a repeating and ad hoc basis – performance, sales, AUM, competitive analysis, etc.
    • Develop and maintain firm/platform/product-specific marketing material
    • Client relationship management within the CRM

    Qualifications

    Job Qualifications & Key Attributes


    The ideal candidate should have:

    • The candidate should have a BS or BA; preferably with a background in economics, finance or business administration.
    • 2-4 years of experience preferably in wealth or asset management is a plus.
    • Strong written and verbal communication skills.
    • Highly organized and strong project management skills
    • Demonstrate initiative and have the ability to work well under pressure.
    • Strong problem solving and analytical skills.
    • Ability to work independently and cooperatively in a team setting.

    Required Skills

    • Proficient in Outlook, Word, Excel PowerPoint
    • Expertise in Excel is a plus.
    • Series 7 & 66 licenses are required within 6 months of hire date.

    Location: Nashville, TN

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