Full-Time

Direct Sales

Institutions

Confirmed live in the last 24 hours

AllianceBernstein

AllianceBernstein

1,001-5,000 employees

Investment management and research services

Quantitative Finance
Financial Services

Compensation Overview

$125k - $175kAnnually

Senior

New York, NY, USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Cold Calling
Requirements
  • A relationship management / sales professional with a developing knowledge across asset classes (including knowledge of private alternatives) who has some experience of client management and is refining / developing their skill set
  • Track record of outstanding performance and achievement
  • At least 5 - 8 years of experience in the financial services industry in client service / sales experience
  • Ability to ‘cold call’ prospects and a willingness to travel
  • Willingness to work as a member of a team, either in support of senior sales & asset class specialists or more independently on occasion
  • A results-orientated self-starter who can quickly understand client needs and focus on commercial delivery
  • Good organizational skills with an emphasis on being able to manage multiple initiatives with diligence and care
  • Ability to develop long-term relationships with clients and internal partners
  • A belief that client is first and the ability to influence and lead others to prioritize in this way
  • Ability to collaborate across all levels of the organization
  • Exceptional verbal, written communication, and presentation skills
  • Experience using data and various information sources in the management of client relationships
  • CFA (or similar) designation is beneficial
  • English language skills
Responsibilities
  • Assist senior sales colleagues in growing and managing a book of business in keeping with agreed AUM / Revenue / Meeting targets; working alongside senior sales colleagues on a dedicate base of clients & prospects
  • Support senior sales colleagues in facilitating connectivity across client / prospect relationships, helping to build relationship in collaboration with senior colleagues and independently
  • Work with senior sales colleagues to build strategic plans for client & prospect organizations; mapping these organizations to ensure we have clear product / services / relationship goals. Review and update these plans as needed and track progress to ensure we are achieving our objectives
  • Integrate and use third party data (where available) into account planning and client / prospect meetings to enhance, focus and improve the overall quality of all engagements. Be on the look out for new sources of data, working creatively to integrate this into the process
  • Assist senior sales colleagues with the management of the sales process, participating in client & prospect meetings and facilitating the use of asset class specialists. In some instances, this may mean working independently, but to a plan carefully agreed with senior sales colleagues
  • Act as a source of leverage to senior sales colleagues, enabling a greater level of sales activity. Ensure a high level of quality client engagements (travelling as necessary) making use of roadshows & campaigns to increase sales activity across a broad range of priority products
  • Assisting with prospecting which would involve arranging meetings, preparing prep memos, conducting research to understand potential opportunities/areas of focus
  • Ensure that information on meetings and all engagements is up to date and accurate, clearly articulating opportunities and helping to monitor progress through a sales process
  • Help to ensure close collaboration with the Consultant Relations team and partner closely with our Business Development & Cap Form teams across Multi-Asset Solutions, Fixed Income, Equities and Alternatives to help create and execute the strategy with clients and prospects
  • Build a deep understanding of AB’s product range, helping to ensuring that existing clients and prospects are familiar with the spectrum of our capabilities
  • Work in partnership with our RFP teams in prioritizing and shaping responses to proposals

AllianceBernstein provides investment management and research services to a wide range of clients, including individual investors, financial advisors, and institutional investors like pension funds and foundations. The firm utilizes its extensive research capabilities and investment strategies to create customized solutions that address the specific needs of its clients. Revenue is generated through management fees and performance-based fees, which are tied to the success of the investments managed. What sets AllianceBernstein apart from its competitors is its focus on collaboration and diverse perspectives, which enhances its investment management approach. Additionally, the firm prioritizes corporate responsibility and sustainability, integrating these values into its operations and investment strategies.

Company Stage

IPO

Total Funding

$4.1B

Headquarters

New York City, New York

Founded

1967

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in sustainable investing boosts demand for ESG-focused products.
  • The rise of direct indexing aligns with AllianceBernstein's new tax-advantaged portfolio.
  • Growing popularity of buffer ETFs attracts risk-averse investors to AllianceBernstein.

What critics are saying

  • Increased competition in the ETF market may lead to reduced profit margins.
  • Regulatory changes in EMEA and APAC could impact insurance sector expansion.
  • Net outflows in the institutional channel may affect asset growth and revenue stability.

What makes AllianceBernstein unique

  • AllianceBernstein offers a unique combination of investment management and research expertise.
  • The firm integrates corporate responsibility and sustainability into its business practices.
  • AllianceBernstein provides tailored investment solutions for diverse client needs.

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