Regional Sales Consultant

1 month ago

Other US Location AllianceBernstein Full time


Who You'll Work With:

The Team Overview (Client Group)



The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of four main areas:

  • Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth
  • Business Development is a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education
  • Product Strategy & Development designs, develops and manages the firm's global lineup of investment services and considers clients' evolving needs to identify new opportunities
  • Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events.

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.

We are looking for a Regional Consultant for our Strategic Sales & Service department which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts in partnership with an external wholesaler in an assigned territory. This is an opportunity to 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 potential external wholesaler or additional opportunities across the firm in areas across the Client Group and beyond. This position will offer a flexible working arrangement (hybrid of office and remote working days).

What You'll Do:

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 external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively
  • Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients
  • Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities
  • Supporting the external wholesaler to make sure we meet the expectations and execute the requests for our clients
  • Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities
  • Periodic travel into sales region

What We're Looking For:

The ideal candidate should have:

  • Bachelor's degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
  • Two years of financial industry experience is preferred
  • 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
  • Registered with Series 7 & 63 or 66 licenses

Who We Are:


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


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.

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