AVP/Client Relations

AllianceBernstein Holding LP • Nashville, TN

88d

About The Position

Join our dynamic Client Relations team at AB, where you'll be at the forefront of servicing existing clients and supporting sales and business development. This critical team collaborates with Sales Advisers, operations, investments, business development, marketing, legal & compliance, and senior leadership to support clients and drive new business across one of AB's key client segments - North American Institutions (specifically Public Plans). To thrive in this role, you should bring a passion for excellence, enjoy continuous learning, love collaborating across teams, and be relentless in promoting the needs of AB's clients. This role is based in Nashville, TN.

Requirements

• Bachelor's degree in finance, economics, marketing, or a related field.
• Proven track record of outstanding performance and achievement.
• At least 2-3 years of experience in the financial services industry.
• Detail oriented, results focused, self-starter.
• Strong organizational skills with the ability to manage priorities.
• Highly responsive with commitment to seeing tasks through to completion.
• Ability to network and develop long-term relationships with clients.
• Technical knowledge and/or genuine interest in the Institutional market.
• Client-first mindset and ability to influence others.
• Exceptional verbal, written communication, and presentation skills.
• Proficiency in Microsoft Word, PowerPoint, and Excel.
• Experience with Salesforce.com, Preqin, eVestment, PowerBI, and MS Copilot is a plus.
• Series 7 License, or the ability to obtain it within 12 months.

Responsibilities

• Partnering with Institutional Advisers to oversee all aspects of day-to-day client account servicing.
• Developing and maintaining a strong working knowledge of clients and their needs.
• Assisting with prospecting efforts, which may involve arranging meetings and preparing thorough prep memos.
• Leading client matters with internal and external stakeholders through to successful resolution.
• Collaborating with Sales & Sales Leadership on client plans and marketing campaigns.
• Proactively maintaining a strong working knowledge of AB products and operational infrastructure.
• Keeping accurate client records in AB's CRM system (Salesforce).
• Operating independently and serving as the de facto relationship manager for complex client relationships.
• Establishing regular touch points with clients/prospects to build strong relationships.
• Anticipating client requirements and driving solutions to complex client issues.
• Acting as the Adviser's proxy in meetings.
• Collaborating with Consultant Relations Directors for coordinated activity.
• Communicating client feedback and market trends to senior leadership.
• Potentially managing your own small base of clients/prospects.

Benefits

• Commitment to nurturing continuous learning and professional growth.
• Wide range of training, including both technical and soft skills.
• Inclusive culture that rewards hard work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees