Regional Sales Associate

AllianceBernstein•Nashville, TN

About The Position

The Regional Sales Associate supports AllianceBernstein’s Strategic Sales & Service group and its U.S. Retail distribution channel. The role helps the internal and external sales force promote the firm’s proprietary investment services through third-party distribution channels, understand client needs, develop sales ideas, and support client business practices. Responsibilities include supporting sales initiatives, territory management, report generation and analysis, and prospecting. The role can help prepare an individual for a potential future position as a Regional Consultant or another opportunity across the Client Group or elsewhere in the firm. Training combines formal instruction and on-the-job learning, covering capital markets, AB products and services, procedures and policies, and consultative selling skills. The position is based in Nashville, Tennessee.

Requirements

  • Bachelor’s degree, preferably in Finance, Economics, or Marketing, with academic excellence and strong leadership experience.
  • Client-focused and detail-oriented, with the ability to multitask and work under pressure in a fast-paced environment.
  • Self-starter with strong analytical skills and an interest in mastering the retail investment management business and capital markets.
  • Ability to work independently and collaboratively as part of a team.
  • Ability to successfully complete the SIE, Series 7, and Series 63 licensing exams within the first six months of employment.

Nice To Haves

  • Financial industry experience.
  • Relevant internship experience with demonstrated achievement.

Responsibilities

  • Understand the firm’s mission and values and its product offerings in the U.S. retail market.
  • Work closely with internal and external wholesalers to develop processes that effectively support the team.
  • Make prospecting calls to clients to provide new leads for the sales team.
  • Conduct competitive analysis and generate data clients can use to monitor and adjust investments.
  • Assist the team in managing and organizing territories.
  • Support firm sales initiatives, report generation and analysis, and prospecting.
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