Business Analyst

105 AllianceBernstein LP.; Nashville (TN); On-site; USD 80,000 - 110,000; Full time

Job summary

AllianceBernstein L.P. is seeking a Nashville-based Business Analyst to join a sales enablement and AI Transformation team.

You will partner with regional business users to document processes, develop a product roadmap, and identify AI use cases to drive prioritization and change management across Client Group initiatives. You will translate business needs into clear requirements for CRM, analytics and data-driven projects, and collaborate with cross-functional teams including Product

Qualifications

• Bachelor's degree required.
• 3+ years of experience with product management.
• Deep experience of Salesforce, or similar CRMs.
• Experience implementing agents in Copilot, Claude or ChatGPT.
• Knowledge of SQL, and ability to create PowerBI Reports.
• Ability to identify current or future problems or opportunities, analyzes, synthesize, and compare information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision making.
• Ability to develop and maintain strong working relationships with business users within Sales, Client Service, Business Development, RFP, Product Development and Marketing as well as the Client Group Technology CRM Strategy and Sales Enablement organization.
• Proven track record of creation and implementation of business requirements.
• Experience supporting large scale change management initiatives, business process documentation, requirements writing.
• Experience working in Jira and Confluence.
• Excellent time management skills and attention to detail.

Responsibilities

• Partnering with regional business users to understand and document business processes and requirements.
• Developing and maintaining a product roadmap.
• Identifying and evaluating AI use cases within distribution teams.
• Driving consensus with CG stakeholders around prioritization of business needs.
• Supporting management teams in training and change management initiatives specifically.
• Communicating business objectives to CRM Program Management and development teams through clear business requirement documentation.
• Building project plans.

Skills

Salesforce

AI agents

SQL

Power BI

Jira

Confluence

Stakeholder management

Education

Bachelor's degree

Tools

Jira

Confluence

Job description

Who You'll Work With:

We are seeking a Nashville-based Business Analyst to join our sales enablement and AI Transformation team. This role will play an integral part of project management within the Client Group and play a crucial role in improving internal and third-party developed systems to enhance our sales enablement, and client service of Institutional Clients around the world. To be successful, the Business Analyst must collaborate with teams across the firm to define stakeholder needs and document business requirements to effectively implement processes and systems. This role reports to the Director of Client Group Infrastructure, Risk & Strategic Initiatives.

Client Group Overview

The Client Group has a presence in the Americas, Europe, Asia, and Australia, and is composed of five main areas: Sales, Consultant Relations & Client Services works with financial intermediaries, consultants 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.

What You'll Do:

• Partnering with regional business users to understand and document business processes and requirements.
• Developing and maintaining a product roadmap.
• Identifying and evaluating AI use cases within distribution teams.
• Driving consensus with CG stakeholders around prioritization of business needs.
• Supporting management teams in training and change management initiatives specifically.
• Communicating business objectives to CRM Program Management and development teams through clear business requirement documentation.
• Building project plans.

What We're Looking For:

• Bachelor's degree
• 3+ years of experience with product management
• Deep experience of Salesforce, or similar CRMs
• Experience implementing agents in Copilot, Claude or ChatGPT
• Knowledge of SQL, and ability to create PowerBI Reports
• Ability to identify current or future problems or opportunities, analyzes, synthesize, and compare information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision making
• Ability to develop and maintain strong working relationships with business users within Sales, Client Service, Business Development, RFP, Product Development and Marketing as well as the Client Group Technology CRM Strategy and Sales Enablement organization.
• Proven track record of creation and implementation of business requirements
• Experience supporting large scale change management initiatives, business process documentation, requirements writing
• Experience working in Jira and Confluence
• Excellent time management skills and attention to detail

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

Nashville, Tennessee

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.