Job Summary

The RIA Associate Relationship manager's primary function is to partner with the Strategic Relationship Managers to manage client support and service functions. Day to day responsibilities will include client reporting, organizing client meetings and conferences, and facilitating operational requests. The Associate will be charged with managing projects that span across AB's various business units including RFP, product management, marketing, legal/compliance, operations, and data management and will act as the liaison between these business units and the rest of the SRG team.

Specific responsibilities include but are not limited to:

• Leveraging Databases to build out prospect lists
• Execute on prospect and client engagement campaigns
• Manage client deliverables on both a repeating and ad hoc basis - performance, sales, AUM, competitive analysis, etc.
• Maintain client information, contacts and updates within the CRM
• Prepare for partner firm meetings and conferences - book speakers, confirm and prepare attendees, select and

Job Qualifications & Key Attributes

The ideal candidate should have:

• A BS or BA; preferably with a background in economics, finance, or business administration
• 2-3 years of industry experience
• Strong written and verbal communication skills
• Highly organized and detail oriented
• Strong project management skills with the ability to see things through from beginning to completion
• Ability to multi-task and manage to tight deadlines
• Demonstrate initiative and the ability to work well under pressure.
• Strong problem solving and analytical skills.
• Ability to work independently and cooperatively in a team setting.

Required Skills

• Proficient in Microsoft office suite - Outlook, Word, OneNote, Excel and PowerPoint
• Expertise in advanced Excel skills like pivot tables and vlookups is a plus.
• Series 7 and 66 licenses

Location

Nashville, TN

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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Nashville, Tennessee