Product Specialist- Fixed Income

AllianceBernstein•Nashville, TN

About The Position

The Municipal Product Specialist / Investment Strategist partners with both investments and distribution to promote and drive the growth of municipal platform for AB. The Product Specialist / Investment Strategists supports the efforts to serve as product champion for specific municipal fixed income products, as well as focuses on various channels and/or regions to ensure advisor support, product advocacy and competitive insight. This specific role will be focused on AB’s wealth management business, Bernstein Private Client. Job Description This is a dynamic role that requires the ability to work across several products and initiatives at a time. Specific responsibilities include but are not limited to: Serve as first point of contact for Bernstein Private Wealth Management (Associates / Advisors) for the municipal platform, but with broad exposure to the full array of fixed income strategies at AB. Partner with Investment Management to create and update a strong, consistent suite of core product marketing and client-service materials, in collaboration with marketing colleagues. In addition, seeks broad feedback from investment management and distribution to identify areas for improvement. Build a presence and deep understanding of the investment process, market outlook, and become a strong advocate for the services (e.g. Portfolio Specialist). Serve as the go-to resource for product knowledge, articulating complex concepts in a clear and compelling manner. Explain portfolio performance and positioning by conducting attribution and risk reports in coordination with the portfolio management team Create new sales ideas/ways to advocate product. Anticipate market trends and client needs through deep market knowledge and analytical prowess. Craft compelling value propositions that resonate with clients and prospects. Understand overall region/channel strategies to communicate priorities to broader team and members of investment management Collaborate with the Global Product Management Team to define focus areas, business development initiatives, areas for training Support Learning & Development for regional training initiatives Assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities Identify areas for thought leadership that connect with product responsibilities In addition, the Product Analyst / Product Manager is responsible for the following in their respective platform: Review and update prospecting decks, marketing collateral and product overviews for products on the municipal platform Write compelling market commentary and updates Respond to incoming client inquiries and internal request

Requirements

2-6 yrs experience with fixed income instruments and experience in the investment-management industry.
Experience building pitchbooks, client materials, and working on marketing campaigns
A desire to interact with both internal and external clients and to guide their product knowledge and support our sales effort
Experience working with large data sets and technology infrastructure to promote scale and automation within the municipal business
Intellectually curious about the capital markets, and finding creative ways to connect with our clients & prospects
Ability to influence decisions leveraging strategic insights based on experience/knowledge of Alternatives and global distribution
Excellent communication skills, both written and verbal.
Highly detail-oriented and organized.
A commitment to strategic thinking, innovative problem-solving, and collaborative teamwork.
An understanding of the institutional and retail marketplace: understanding client needs, market trends and the competitive landscape
Strong marketing and messaging skills, with the vision to create and maintain a compelling story for the firm’s municipal platform and individual municipal products
A team player with highly developed interpersonal skills, including collaboration, negotiation and consensus building
Experience with Microsoft Powerpoint, Microsoft Excel, Morningstar as well as investment management data platform.

Nice To Haves

Heavy preference for prior municipal fixed income experience
Current CFA or progressing towards preferred

Responsibilities

Serve as first point of contact for Bernstein Private Wealth Management (Associates / Advisors) for the municipal platform, but with broad exposure to the full array of fixed income strategies at AB.
Partner with Investment Management to create and update a strong, consistent suite of core product marketing and client-service materials, in collaboration with marketing colleagues. In addition, seeks broad feedback from investment management and distribution to identify areas for improvement.
Build a presence and deep understanding of the investment process, market outlook, and become a strong advocate for the services (e.g. Portfolio Specialist).
Serve as the go-to resource for product knowledge, articulating complex concepts in a clear and compelling manner.
Explain portfolio performance and positioning by conducting attribution and risk reports in coordination with the portfolio management team
Create new sales ideas/ways to advocate product.
Anticipate market trends and client needs through deep market knowledge and analytical prowess.
Craft compelling value propositions that resonate with clients and prospects.
Understand overall region/channel strategies to communicate priorities to broader team and members of investment management
Collaborate with the Global Product Management Team to define focus areas, business development initiatives, areas for training
Support Learning & Development for regional training initiatives
Assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities
Identify areas for thought leadership that connect with product responsibilities
Review and update prospecting decks, marketing collateral and product overviews for products on the municipal platform
Write compelling market commentary and updates
Respond to incoming client inquiries and internal request