Who You'll Work With:
The Strategic Sales & Service department is a critical function within our organization that is responsible for the sales and servicing of AllianceBernstein’s mutual funds and separately managed account products, in direct partnership with our external sales force, in our U.S. Retail distribution channel. The department’s primary objectives are to promote sales of the firm’s proprietary investment services through third-party distribution channels while gaining a thorough understanding of client needs, assist in the development of relevant sales ideas, create outcome-oriented solutions for our clients and to support our clients in the development of sound business practices.
What You'll Do:
We are looking for a Regional Sales Associate for our Strategic Service & Sales group which is dedicated to supporting firm sales initiatives, territory management, report generation and analysis, as well as prospecting. This is an opportunity to help the Internal/External sales force promote the sale of the firm’s proprietary investment services through third-party distribution channels while gaining an understanding of client needs and assisting with development of relevant sales ideas. Over time this role helps prepare and develop an individual for a potential role on the sales team as a Regional Consultant or other opportunities across the Client Group and beyond.
Specific responsibilities include but are not limited to:
Understanding our firm’s mission and values as well as product offerings in the U.S. retail market
Working closely with internal and external wholesalers to develop processes that will help support the team effectively
Opportunity to develop sales skills by making prospecting calls to our clients to provide new leads for the sales team
Conducting competitive analysis for the team to generate data for our clients to use to monitor and adjust investments
Assisting the team in managing their territories to help keep them organized
Initial training is both formal instruction and on-the-job, and includes broad capital markets, AB products, services, procedures and policies, and consultative selling skills curriculum.
What We're Looking For:
Bachelor’s degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
Financial industry experience is preferred; however, relevant internship experience with demonstrated achievement will also be considered.
Client focus and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment
Self-starter, strong analytical skills, and have an interest in mastering all aspects of the retail investment management business and capital markets
Comfortable working independently while also collaborating as part of a team
Ability to successfully complete the Security Industry Essentials (SIE), Series 7, and Series 63 licensing exams within first six months of employment
