RIA Associate

Who You’ll Work With:

The RIA Associate’s primary function is to partner with the RIA Relationship managers to manage client support and service functions. You will partner with internal teams to complete client requests and manage projects that include RFP, product management, marketing, legal/compliance, operations, and data management.  The Associate and will act as the liaison between these business units and the rest of the RIA team.

What You’ll Do:

• Leveraging Databases to build out prospect lists

• Execute on prospect and client engagement campaigns

• Manage client deliverables on both a repeating and ad hoc basis – performance, sales, AUM, competitive analysis, etc.

• Maintain client information, contacts and updates within the CRM

• Prepare for partner firm meetings and conferences – book speakers, confirm and prepare attendees, etc.

What We’re Looking For:

The ideal candidate should have:

• A BS or BA; preferably with a background in economics, finance, or business administration

• 2-3 years of industry experience

• Strong written and verbal communication skills

• Highly organized and detail oriented

• Strong project management skills with the ability to see things through from beginning to completion

• Ability to multi-task and manage to tight deadlines

• Demonstrate initiative and the ability to work well under pressure 

• Strong problem solving and analytical skills 

• Ability to work independently and cooperatively in a team setting

• Proficient in Microsoft office suite - Outlook, Word, OneNote, Excel and PowerPoint

• Expertise in advanced Excel skills is a plus

• Series 7 and 66 licenses required

About AB 

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it’s our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. 

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you’re producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you’re ready to challenge your limits and empower your career, join us! 

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria

well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria