AllianceBernstein

  • Regional Sales Consultant

    Location : Location US-TN-Nashville
    ID
    2019-6460
    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 clients 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 

    The Strategic Sales & Service department is a critical function within our organization that is responsible for the sales and servicing of AllianceBernstein’s mutual funds and separately managed account products, in direct partnership with our external sales force, in our U.S. Retail distribution channel.  The department’s primary objectives are to promote sales of the firm’s proprietary investment services through third-party distribution channels while gaining a thorough understanding of client needs, assist in the development of relevant sales ideas, create outcome-oriented solutions for our clients and to support our clients in the development of sound business practices.

     

    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 Regional Consultant for our Strategic Sales & Service department which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts in partnership with an external wholesaler in an assigned territory. This is an opportunity to promote the sale of the firm’s proprietary investment services through third-party distribution channels while gaining an understanding of client needs and assisting with development of relevant sales ideas.

     

    Job Description

     

    Specific responsibilities include but are not limited to:

     

    • Understanding our firm’s mission and values as well as product offerings in the U.S. retail market
    • Working closely with external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively

    • Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients
    • Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities
    • Supporting the external wholesaler to make sure we meet the expectations and execute the requests for our clients
    • Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities
    • Traveling into sales region two to four times per year

    Qualifications

    Job Qualifications & Key Attributes

     

    The ideal candidate should have:

     

    • Bachelor’s degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
    • Two years of financial industry experience is preferred; however, relevant internship experience with demonstrated achievement will also be considered
    • Client focus and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment
    • Self-starter, strong analytical skills, and have an interest in mastering all aspects of the retail investment management business
    • Comfortable working independently while also collaborating as part of a team
    • Registered with Series 7 & 63 or 66 licenses

    Location: Nashville, TN

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