Bernstein Senior Salesperson – Chicago

Societe Generale; Chicago (IL); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with company match

Medical/Dental/Vision

Fertility, wellness, student loan and

Job summary

Bernstein, in Chicago, seeks a Senior Salesperson to join the Institutional Sales team. The role focuses on translating investment research into client value across a broad client base, requiring deep market context and strong communication with investors.

You will bridge Bernstein research with client mandates and manage numerous accounts to maximize impact. The position emphasizes relationship-building, high-volume outreach, and the ability to close commercial terms with clients.

Qualifications

• Excellent written and verbal communication skills.
• Demonstrated proficiency in presenting and debating a point under pressure.
• Proven track record of entrepreneurialism.
• Strong organizational skills including using Excel to track data and the ability to organize a call sheet in a high-volume environment.
• Relentless intellectual curiosity and a drive to excel at the highest level.
• Proven understanding of global equity markets, company financials, asset allocation and strategy.
• Outstanding interpersonal and relationship-building skills and client service orientation.
• Commercial skills to market and monetize research content.

Responsibilities

• Synthesize inputs including investor sentiment, positioning, Bernstein research calls and products for clients and internal stakeholders.
• Frame research and products to identify opportunities for Bernstein to add value to investors.
• Work with Investor Access to develop and organize relevant marketing opportunities.
• Make numerous calls annually focusing on monetizing client relationships.
• Establish commercial terms with clients.

Skills

Excellent communication

Presenting under pressure

Entrepreneurial mindset

Organizational skills with Excel

Curiosity and drive

Understanding of global equity markets

Relationship-building and clientサービス

Commercial research monetization

Education

Bachelor's degree in finance or related field

Job description

Responsibilities

We are searching for a Senior Salesperson to join Bernstein’s Institutional Sales team in Chicago. This is a unique opportunity to have significant impact on a small team in an important region. The ideal candidate will have a thorough comprehension of our investment research and Analyst recommendations to build credibility and add value to our client’s investment process. This requires a significant amount of study, a keen understanding of market context and the ability to interpret our research for our clients. Clients expect salespeople who can form an intellectual bridge between our research and the client’s mandate. This salesperson will cover a large number of diverse accounts to maximize the impact of Bernstein’s world‑class research products.

Responsibilities

We are searching for a Senior Salesperson to join Bernstein’s Institutional Sales team in Chicago. This is a unique opportunity to have significant impact on a small team in an important region. The ideal candidate will have a thorough comprehension of our investment research and Analyst recommendations to build credibility and add value to our client’s investment process. This requires a significant amount of study, a keen understanding of market context and the ability to interpret our research for our clients. Clients expect salespeople who can form an intellectual bridge between our research and the client’s mandate. This salesperson will cover a large number of diverse accounts to maximize the impact of Bernstein’s world‑class research products. As a Senior Salesperson, you will:

• Synthetize significant inputs including: investor sentiment, positioning, Bernstein research calls and products, sector news and events to communicate impactfully with clients and internal stakeholders
• Frame research and products to help identify opportunities for the Bernstein team to add value to investors
• Work with the Investor Access team to develop and organize relevant marketing opportunities
• Salespeople should be comfortable making numerous calls a year many of which will focus on the commerciality of our client relationships
• Must have strong organizational, interpersonal and communication skills (both written and verbal) and be detail oriented
• Be responsible for establishing commercial terms with clients

The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, Medical/Dental/Vision, and other benefits for fertility, wellness, student loans and commuters. Actual base salary offer will vary based on skills and experience.

Basic Qualifications

Profile required

Our Senior Salespeople typically possess:

• Excellent written and verbal communication skills
• Demonstrated proficiency in presenting and debating a point under pressure
• Proven track record of entrepreneurialism
• Strong organizational skills including using Excel to track data and the ability to organize a call sheet in a high-volume environment
• Relentless intellectual curiosity and a drive to excel at the highest level
• Proven understanding of global equity markets, company financials, asset allocation and strategy
• Outstanding interpersonal and relationship-building skills and client service orientation
• Commercial skills to market and monetize research content

Preferred Qualifications

• Bachelor's degree in finance or related field
• 5+ years of professional financial-services sales experience

Business insight

Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge. Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis. In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide. On April 1, 2024, AllianceBernstein and Societe Generale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business. Clients now have unparalleled equity liquidity access and a full range of integrated services, leveraging Bernstein’s cash equities and research capabilities and Societe Generale’sequity derivatives, prime services and equity capital markets offering.