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Sales Associate

Sales Associate

AllianceBernsteinMiami, FL, US
15 days ago
Job type
  • Full-time
Job description

Job Opportunity With Offshore America's Sales Team

This position will be part of the Offshore America's Sales Team. This Associate will be supporting two Regional Managers, covering Miami and NY / Canada respectively.

This is an opportunity to promote the sale of the firm's proprietary investment services through third-party distribution channels while gaining an understanding of client needs and assisting with development of relevant sales ideas. Over time this role helps prepare and develop an individual for potential external wholesaler or additional opportunities across the firm in areas across the Client Group and beyond. This position will be based in AB's Miami office and offer a flexible working arrangement (hybrid of office and remote working days).

Responsibilities include :

  • Understanding our firm's mission and values as well as product offerings in the Offshore market
  • Working closely with external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively
  • Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients
  • Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities
  • Supporting the external wholesaler to make sure we meet the expectations and execute the requests for our clients
  • Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities
  • Periodic travel into sales region

What We're Looking For :

  • Bachelor's degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
  • Two years of financial industry experience is preferred
  • Client focus and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment
  • Self-starter, strong analytical skills, and have an interest in mastering all aspects of the retail investment management business and capital markets
  • Comfortable working independently while also collaborating as part of a team
  • Registered with Series 7 & 63 or 66 licenses

    • About AB

    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!

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    Sales Associate • Miami, FL, US