VP/Relationship Manager at AllianceBernstein (Nashville, TN)

| Nashville, TN
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Job Summary

AllianceBernstein is seeking a Relationship Manager to join the RIA/Bank-Trust team within the US Strategic Relationship Group. The RIA/Bank-Trust team is responsible for developing the strategy and execution plan for distributing the firm's investment management capabilities through the RIA and Bank-Trust channels. The primary responsibility in this regional sales role is to increase distribution of AllianceBernstein strategies through Registered Investment Advisers, Bank-Trusts and Multi-Family Offices within the assigned territory. The position is responsible for building strong relationships with key decision makers, ensuring that AllianceBernstein develops a strong presence that will assist in raising revenue.

Specific responsibilities include but are not limited to:
  • Develop & manage productive relationships with decision makers across assigned firms that result in a greater partnership with AllianceBernstein and increased assets and revenue to the firm.
  • Develop a strategic plan/approach to manage the assigned territory that is aligned with the business objectives and values of the firm.
  • Be a proven team player and demonstrate the ability to work productively with internal business units including Retail Sales, Marketing, Product Management, Investment Teams, and Operations/Support Teams.
  • Collaborate & coordinate within AllianceBernstein and stay current on market trends and the competitive landscape.

Job Qualifications & Key Attributes

The ideal candidate should have an advanced degree, preferably in Finance or Economics, with excellence in academics and strong leadership experience. The ideal candidate would have industry certifications, including CIMA or CFA, ten years or more of financial industry experience is preferred. Ideally, we are interested in candidates that are client focused and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment. Candidates should possess strong communication skills (both written and verbal) and must be comfortable working independently while also collaborating as part of a team. Candidate should be a self-starter, possess strong analytical skills, and have an interest in mastering all aspects of the retail investment management business.

Qualifications, Experience, Education:
  • 10+ years of successful investment sales experience
  • Strong relationships with key members of RIA and/or Bank-Trusts within the assigned territory
  • Strong sales abilities are required evidenced by a track record of increasing new shelf space at both existing and prospective key accounts
  • Successful candidate will be a self-starter who can effectively operate in a highly team-oriented and collaborative environment
  • Exceptional interpersonal, written, and verbal skills, and the ability to communicate effectively across and at all levels within an organization
  • Bachelor's Degree, preferably in Finance, Economics, or a similar discipline
  • CFA, CIMA and/or CAIA preferred

Required Skills
  • Series 7 and 63 licenses


Location within central US with a preference in a major market.

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.

Nashville, Tennessee
More Information on AllianceBernstein
AllianceBernstein operates in the Fintech industry. The company is located in New York, NY, Nashville, TN and San Antonio, TX. AllianceBernstein was founded in 1967. It has 4847 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all 24 open jobs at AllianceBernstein, click here.
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