Institutional Client Relationship Manager
2 weeks ago
Position Overview:
The Institutional Client Relationship Manager (ICRM) is an integral member of the Institutional Client Service team at AllianceBernstein. This role is essential in facilitating the daily sales and research initiatives across Consultant Relations.
The ICRM will collaborate closely with Consultant Relations Directors to effectively present AllianceBernstein's offerings to the consultant community, arrange research meetings, address inquiries, and enhance existing investment ratings in conjunction with sales partners.
To excel in this position, the ICRM should possess a commitment to excellence, thrive in a dynamic learning environment, enjoy teamwork, and consistently identify and advocate for the needs of our clients.
Key Responsibilities:
Specific duties will encompass but are not limited to: Assisting Consultant Relations Directors in their mission to cultivate and strengthen relationships with institutional investment consultants.
Developing a comprehensive understanding of the servicing requirements of consultants and their clients, acting as a point of resolution for any outstanding issues.
Meeting Preparation:
Conducting thorough research on consultant firms prior to meetings (utilizing third-party tools such as Preqin, eVestment, Market Lens), creating pre-meeting documentation, coordinating and participating in preparatory calls with Portfolio Management teams and other key internal stakeholders, and finalizing meeting materials.
Managing all follow-up actions post-meeting; collaborating with internal teams (business development, operations, legal & compliance) to ensure that consultant needs are effectively addressed.
Partnering with internal teams to respond to Requests for Proposal/Information, Due Diligence Questionnaires, and Portal inquiries.Organizing and scheduling meetings and conference calls with consultants as necessary.
Leveraging the firm's intellectual resources (white papers, conferences, and webinars) and maintaining marketing initiatives to proactively distribute available materials.
Collaborating with client service teams to ensure accurate consultant records are maintained in the CRM system.Qualifications:
A Bachelor's degree, preferably in Finance, Economics, or Marketing, with a strong academic record.
A proven track record of exceptional performance and achievement. 2-5 years of experience in the financial services sector.
A results-driven self-starter capable of quickly grasping client/consultant needs and focusing on commercial outcomes.
Strong organizational skills, with the ability to manage personal priorities and meet strict deadlines.
Ability to network and cultivate long-term relationships with clients/consultants and internal partners.
Technical knowledge and/or a genuine interest in the institutional market, asset classes, and the competitive landscape.
A client-first mentality with the ability to influence and guide others to prioritize accordingly.
Ability to collaborate across all levels of the organization.
Excellent verbal, written communication, and presentation skills. Proficiency in Microsoft Word, PowerPoint, and Excel; experience with Preqin and eVestment is a plus.
Series 7 License, or the ability to obtain it within six months of joining.Company Overview:
As a premier global investment management firm, AllianceBernstein embraces diverse perspectives and fosters innovation to assist our clients in navigating the complexities of capital markets.
Our Vision:
To be our clients' most trusted asset-management partner.
With a workforce of over 3,700 employees across 51 locations in 25 countries, our people are our greatest asset.
We promote a culture of intellectual curiosity and collaboration, creating an environment where everyone can excel and perform at their best.
Whether you are producing insightful research, identifying attractive investment opportunities, integrating new technologies into our operations, or providing thoughtful client advice, we seek unique perspectives to help guide us into the future.
If you are ready to push your boundaries and shape your career, we invite you to explore opportunities with us.-
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