Regional Sales & Strategy Associate (Investment Services)

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

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.