Regional Sales Associate

AllianceBernstein LP • Nashville, TN

1d

About The Position

The Regional Sales Associate joins AllianceBernstein’s Strategic Sales & Service group, which supports the sale and servicing of the firm’s mutual funds and separately managed account products in the U.S. Retail distribution channel. The role partners with the internal and external sales force to promote the firm’s investment services through third-party distribution channels, understand client needs, develop relevant sales ideas, and support sound client business practices.

The associate supports sales initiatives, territory management, report generation and analysis, and prospecting. The position provides an opportunity to develop sales skills and gain knowledge of the retail investment management business and capital markets. Over time, the role may help prepare the individual for a potential Regional Consultant role or other opportunities across the Client Group and beyond.

Initial training includes formal instruction and on-the-job learning covering capital markets, AB products and services, procedures and policies, and consultative selling skills.

Requirements

• Bachelor’s degree, preferably in Finance, Economics, or Marketing.
• Excellence in academics 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 while collaborating as part of a team.
• Ability to successfully complete the Security Industry Essentials (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 may also be considered.

Responsibilities

• Learn the firm’s mission, values, and product offerings in the U.S. retail market.
• Work with internal and external wholesalers to develop processes that support the team effectively.
• Make prospecting calls to clients to provide new leads for the sales team.
• Conduct competitive analysis and generate data that clients can use to monitor and adjust investments.
• Assist with territory management and organization.
• Support firm sales initiatives and the promotion of proprietary investment services through third-party distribution channels.
• Gain an understanding of client needs and assist in developing relevant sales ideas.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level