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AO/Sales Associate

2 months ago

Doral, Florida, United States AllianceBernstein Full time

We are seeking a highly motivated and experienced Sales Associate to join our Offshore Sales Team at AllianceBernstein. As a key member of our team, you will play a critical role in supporting our firm's sales initiatives, client servicing, and relationship-building efforts in partnership with an external wholesaler in an assigned territory.

Key Responsibilities:

  • Develop and execute sales and servicing strategies in collaboration with the external wholesaler to effectively manage assigned sales regions.
  • Make proactive servicing and sales calls to existing and prospective clients, as well as receive inbound calls from existing and prospective clients.
  • Partner with the external wholesaler to ensure high-quality activity and capitalize on strategic opportunities.
  • Support the external wholesaler in meeting client expectations and executing requests.
  • Conduct competitive analysis to identify new opportunities and advance the sales process with existing opportunities.
  • Periodic travel into sales regions to build relationships and drive business growth.

Requirements and Qualifications:

  • Bachelor's degree in Finance, Economics, or Marketing, with a strong academic record and leadership experience.
  • English/Spanish bilingual skillset.
  • 3 years of financial industry experience, with a focus on asset management sales and non-US client business experience preferred.
  • Client-focused and detail-oriented, with a strong ability to multitask and work under pressure in a fast-paced environment.
  • Self-starter with strong analytical skills and a passion for mastering all aspects of the retail investment management business and capital markets.
  • Comfortable working independently and collaboratively as part of a team.
  • Registered with Series 7 & 63 or 66 licenses.