Who You’ll Work With:
The RIA Associate’s primary function is to partner with the RIA Relationship managers to manage client support and service functions. You will partner with internal teams to complete client requests and manage projects that include RFP, product management, marketing, legal/compliance, operations, and data management. The Associate and will act as the liaison between these business units and the rest of the RIA team.
What You’ll Do:
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Leveraging Databases to build out prospect lists
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Execute on prospect and client engagement campaigns
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Manage client deliverables on both a repeating and ad hoc basis – performance, sales, AUM, competitive analysis, etc.
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Maintain client information, contacts and updates within the CRM
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Prepare for partner firm meetings and conferences – book speakers, confirm and prepare attendees, etc.
What We’re Looking For:
The ideal candidate should have:
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A BS or BA; preferably with a background in economics, finance, or business administration
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2-3 years of industry experience
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Strong written and verbal communication skills
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Highly organized and detail oriented
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Strong project management skills with the ability to see things through from beginning to completion
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Ability to multi-task and manage to tight deadlines
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Demonstrate initiative and the ability to work well under pressure
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Strong problem solving and analytical skills
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Ability to work independently and cooperatively in a team setting
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Proficient in Microsoft office suite - Outlook, Word, OneNote, Excel and PowerPoint
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Expertise in advanced Excel skills is a plus
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Series 7 and 66 licenses required
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.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
Nashville, Tennessee
AllianceBernstein Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.
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Retirement Support — Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
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Leave & Time Off Breadth — Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
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Wellbeing & Lifestyle Benefits — Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.
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What We Do
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
