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Client Manager
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Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full timeAbout the RoleThe Client Manager will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations. This role will partner with Consultant Relations Directors to position AllianceBernstein's products with the consultant community, seek research meetings, respond to requests, and service/commercialize existing...
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Client Service Manager
5 days ago
Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full timeAbout the RoleThe Client Manager will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations. This role will partner with Consultant Relations Directors to position AllianceBernstein's products with the consultant community, seek research meetings, respond to requests, and service/commercialize existing...
Client Manager
1 month ago
The Client Manager (CM) / Client Service Adviser (CSA) resides within AB’s Institutional Client Service team. This role will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations. The CM/CSA will partner with Consultant Relations Directors to position AB’s products with the consultant community, seek research meetings, respond to requests, and service/commercialize existing investment ratings alongside sales partners. To be successful across all aspects of the role, the CM should bring a passion for excellence, thrive in a continuous learning environment, enjoy collaborating across teams, and relentlessly identify and promote the needs of AB’s clients. This role is based in Nashville, TN. What You’ll Do: Specific responsibilities will include but are not limited to: CM Supporting Consultant Relations Directors whose objective is to build and deepen relationships with institutional investment consultants. Delivering high–quality service to institutional investment consultants, responding to requests in a timely and efficient manner. Gaining a clear understanding of Consultants and their clients’ servicing requirements and acting as a resolution point for outstanding issues. Conducting thorough meeting preparation: researching consultant firm in advance of each meeting (including use of 3rd party tools such as Preqin, eVestment, Market Lens), producing pre meeting memos, coordinating and participating in prep calls with Portfolio Management teams and other key internal teams, and finalizing meeting materials. Coordinating all meeting follow-ups; liaising with internal teams (business development, operations, legal & compliance) to ensure consultant needs are met. Partnering with internal teams to respond to Requests for Proposal/Information, Due Diligence Questionnaires, and Portal requests. Coordinating/scheduling meetings and conference calls with consultants as needed. Leveraging the firm’s intellectual capital (white papers, conferences, and webinars) and maintaining marketing interests to proactively distribute collateral as available. Partnering with client service teams to ensure accurate consultant records are maintained in SalesForce. CSA In addition to the above, CSAs should expect to be assigned to more complex tasks/projects/relationships to manage. Additional responsibilities include but are not limited to: Operating independently (without Adviser/Manager oversight) and serving as the de facto relationship manager to oversee all aspects of the day-to-day servicing of a relationship. Establishing their own regular touch points at clients/prospects/consultants to ensure strong external relationships that are built on trust and credibility. Being proactive to understand and anticipate client/consultant requirements/objectives, generating ideas and helping drive solutions to complex issues as well as opportunities for new business. Ability to act as the Adviser’s proxy in meetings including portfolio reviews, operational due diligence visits, prospecting meetings and in time, possibly even finals. Collaborating with Institutional Advisers to ensure activity between clients and their consultants are coordinated and effective. Communicating client feedback and market trends to senior leadership and being an active contributor to sales and client service strategic goals and planning. In time, and subject to performance, CSAs could be allocated their own base of relationships outside of those with Adviser involvement. What We’re Looking For: Bachelor’s degree, preferably in Finance, Economics, or Marketing, and an excellent academic record. Track record of outstanding performance and achievement. At least 2-5 years of experience in the financial services industry (CM) and at least 5-7 years of client service/sales experience (CSA). A results-orientated self-starter who can quickly understand client/consultant needs and focus on commercial delivery. Good organizational skills, ability to manage own priorities and meet hard deadlines. Ability to network and develop long-term relationships with clients/consultants and internal partners. Technical knowledge and/or genuine interest in the Institutional market, asset classes and associated competitive landscape. A belief that client is first and the ability to influence and lead others to prioritize in that way. Ability to collaborate across all levels of the organization. Exceptional verbal, written communication, and presentation skills Fluent in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com, Preqin, and eVestment a plus. Series 7 License, or ability to obtain within 6 months of joining. Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner. With over 3,700 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us. 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