• Separately Managed Account (SMA) Associate – US Retail

    Location : Location US-TN-Nashville
    Client Services (Sales, Marketing, Product Strategy)
    Position Type
  • 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 

    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.


    Job Summary

    We are looking for a Separately Managed Account (SMA) Associate within our US Retail Sales division. The SMA service team helps service and support our growing our SMA business across all firms and platforms. They will partner with the national accounts, field sales, legal, operations and portfolio management teams to ensure the highest level of service to our clients.


    Job Description

    Specific responsibilities include but are not limited to:

    • Communicate and manage the SMA account set up process with our field sales and operations teams
    • Partner with field sales to service existing SMA accounts and facilitate ongoing changes
    • Act as a point of escalation on any client account concerns
    • Provide client account reporting for sales and portfolio management
    • Manage the SMA account contract process with operations and legal
    • Train new internal sales associates on the SMA product line up and account set up and servicing processes
    • Communicate with sales leadership and portfolio management on trends and escalated servicing items
    • Proactively identify and project manage process enhancements to improve communication with Financial Advisors and increase scalability of the account opening and servicing processes


    Job Qualifications & Key Attributes

    The ideal candidate should have:

    • 3 to 5 years of financial services experience preferably in wealth or asset management
    • Basic understanding of separately managed accounts
    • Track record of managing projects and delivering results
    • Strong ability to build partnerships across internal departments ranging from legal, operations and sales
    • Ability to work to tight and changing deadlines
    • Excellent communication and presentation skills (verbal and written)
    • Experience working with PowerPoint, Excel and is adaptable to new technologies
    • Expertise in Excel is a plus (ie Pivot tables, V-look ups)
    • Bachelor degree education or higher
    • Series 7, 66 (will be required within 6 months of being hired into position if not already held)

    Location: Nashville, TN


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