Business Development Consultant

3 weeks ago

Nashville, United States AllianceBernstein Holding L.P. Full time
Who You'll Work With:

We are seeking a Business Development Consultant (Hybrid Wholesaler) to join our US Retail sales team in Nashville, TN.

We are looking for a Business Development Consultant (Hybrid Wholesaler) for our US Retail sales team which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts. This is an opportunity to promote the sale of AB's proprietary mutual fund, ETF, SMA and alternative investment services through third-party distribution channels while gaining an understanding of client needs and assisting with development of relevant sales ideas.

This role will heavily leverage data analysis and digital outreach to provide a targeted, personalized client experience, and encompasses a unique opportunity to inform and influence new distribution approaches. A data-driven mindset is key along with a strong team orientation. The candidate will interact with financial advisors and is expected to take an entrepreneurial approach to growing sales and revenues. (90% virtual and 10% in-market)

What You'll Do:
  • Proactively develop impactful relationships with financial advisors in a targeted approach by leveraging data and digital technologies to increase the number of advisors that do business with AB, as well as maximize the sales potential from existing clients.
  • Execute on targeted sales initiatives, through a data-driven client segmentation strategy, to identify, prioritize, and convert new producers.
  • Analyze data to deepen understanding of client/prospect business needs and test, measure and refine tactics to increase the level - and impact - of client/prospect engagements.
  • Ability to engage customers and drive sales independently through effective communication of AB's thought leadership, solutions and value add services across multiple channels.
  • Develop sales strategies and ideas independently, execute on prospective sales leads from a variety of sources, and deliver consistent value through proactive phone calls, emails, virtual presentations and in-person meetings.
What We're Looking For:
  • A college degree in finance or similar field.
  • 3-5 years of client-facing experience, growing sales in the financial services industry
  • Advanced degree/certifications preferred
  • Excellent sales acumen combined with exceptional written, oral and interpersonal communications skills
  • Demonstrated experience consultative selling and relationship management
  • Informed and conversant across a broad range of industry, capital markets and economic topics
  • Strong analytical and critical thinking skills as well as the ability to recognize business trends, opportunities and risk/exposure to drive engagement and outcomes
  • Strong organizational skills, attention to detail, and the ability to work under pressure
  • Ability to be self-directed and work independently with integrity, self-accountability and sound business judgment
  • Collaborative and open to other viewpoints
  • Strong proficiency with Microsoft Office and Salesforce/CRM experience, with the ability to learn other sales enablement tools
Required Skills
  • Series 7 and 63 licenses
  • Minimum 2 years of experience in an investment management sales capacity
  • Energetic, self-motivated, positive attitude, goal-oriented


Location: Nashville, TN

Who We Are:

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.

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.
Nashville, Tennessee

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