Regional Sales Associate

AllianceBernstein; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

AllianceBernstein in Nashville is seeking a Regional Sales Associate to support the Strategic Sales & Service group. You will assist with territory management, prospecting calls, and data-driven analysis to back client conversations and drive sales of AB’s mutual funds and SMA products.

You’ll work with internal and external wholesalers, develop sales ideas, and help prepare candidates for future regional roles within AB’s Client Group.

Qualifications

• Bachelor’s degree in Finance, Economics, or Marketing with strong academics.
• Licensing exams (SIE, Series 7, Series 63) to be completed within six months of employment.
• Strong client focus and ability to multi-task in a fast-paced environment.
• Self-starter with analytical skills and interest in retail investment management.

Responsibilities

• Support firm sales initiatives and territory management for the retail channel.
• Generate reports and analyze data to prospect and drive leads for the sales team.
• Assist in understanding client needs and develop sales ideas for proprietary AB services.
• Participate in training covering capital markets, AB products, and consultative selling skills.
• Collaborate with internal and external wholesalers to support the team.

Skills

Client focus

Analytical skills

Multi-tasking

Team collaboration

Education

Bachelor’s degree in Finance, Economics, or Marketing

Tools

SIE

Series 7

Series 63

Job description

Who You'll Work With

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.

Who You'll Work With

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.

What You'll Do

We are looking for a Regional Sales Associate for our Strategic Service & Sales group which is dedicated to supporting firm sales initiatives, territory management, report generation and analysis, as well as prospecting. This is an opportunity to help the Internal/External sales force 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. Over time this role helps prepare and develop an individual for a potential role on the sales team as a Regional Consultant or other opportunities across the Client Group and beyond.

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 internal and external wholesalers to develop processes that will help support the team effectively
• Opportunity to develop sales skills by making prospecting calls to our clients to provide new leads for the sales team
• Conducting competitive analysis for the team to generate data for our clients to use to monitor and adjust investments
• Assisting the team in managing their territories to help keep them organized
• Initial training is both formal instruction and on-the-job, and includes broad capital markets, AB products, services, procedures and policies, and consultative selling skills curriculum.

What We’re Looking For

• Bachelor’s degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
• 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 and capital markets
• Comfortable working independently while also collaborating as part of a team
• Ability to successfully complete the Security Industry Essentials (SIE), Series 7, and Series 63 licensing exams within first six months of employment

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!

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.

Nashville, Tennessee