AllianceBernstein
Overview
Join our dynamic Client Relations team at AB, where you'll be at the forefront of servicing existing clients and supporting sales and business development. This critical team collaborates with Sales Advisers, operations, investments, business development, marketing, legal & compliance, and senior leadership to support clients and drive new business across one of AB's key client segments – North American Institutions (specifically Public Plans). This role is based in Nashville, TN. What You’ll Do
Partner with Institutional Advisers to oversee all aspects of day-to-day client account servicing, including timely delivery of client reports and materials, fielding ad-hoc client queries, arranging portfolio reviews, preparing review presentations, and managing transactional requests such as contract amendments or guideline changes. Develop and maintain a strong working knowledge of clients and their needs, including the cadence of servicing deliverables, contract/guidelines nuances, and other relationship aspects that improve the client experience. Assist with prospecting efforts, which may involve arranging meetings, preparing prep memos, conducting research (using tools like Preqin, eVestment, Market Lens), identifying new prospects, tracking and delivering follow-up items post-meetings, facilitating RFPs/questionnaires, and managing contact lists for marketing campaigns. Lead client matters with internal and external stakeholders through to successful resolution with minimal direction. Proactively maintain a strong working knowledge of AB products, investment processes, and operational infrastructure. Work directly with AB investment professionals across equities, fixed income, multi-asset, hedge funds, and private alternatives with an emphasis on private credit to assist in developing new business and retaining current clients. Assist our private alternatives team with capital raises for new debt funds with institutional clients. Collaborate with Sales & Sales Leadership on client plans, business-at-risk reports, and other marketing campaigns. Maintain accurate client records in AB’s CRM system (Salesforce). Responsibilities
In addition to the above, more experienced Client Relations team members should expect to be assigned to more complex client relationships. Additional responsibilities may include: Operate independently and serve as the de facto relationship manager to oversee all aspects of day-to-day client account servicing. Establish regular touchpoints with clients/prospects to build strong relationships based on trust and credibility. Anticipate client requirements/objectives, generate ideas, and drive solutions to complex client issues and new business opportunities. Act as the Adviser’s proxy in meetings, including client portfolio reviews, operational due diligence visits, and prospecting meetings. Collaborate with Consultant Relations Directors to ensure coordinated and effective activity between clients and their consultants. Communicate client feedback and market trends to senior leadership and contribute to sales and client relations strategic goals and planning. Potentially manage a small base of clients/prospects outside of those with Adviser involvement, subject to performance. What We’re Looking For
Bachelor’s degree in finance, economics, marketing, or a related field, with an excellent academic record. Proven track record of outstanding performance and achievement. At least 2-3 years of experience in the financial services industry, ideally with client service/relationship management experience. Detail oriented, results focused, self-starter who can quickly understand client needs and focus on commercial delivery. Inquisitive mindset and strong organizational skills, with the ability to manage priorities and meet deadlines. A strong curiosity to learn about the capital markets and communicate complex investment topics to a sophisticated audience. A desire to build a deep base of knowledge across all asset classes including equities, fixed income, multi-asset, and public and private alternatives. Opportunities to pursue finance-related designations such as the CFA, CAIA, or CIMA with firm support if desired. Highly responsive with commitment to seeing tasks through to completion; able to oversee a complex to-do list and hold internal stakeholders accountable for outstanding deliverables. Ability to network and develop long-term relationships with clients and internal partners. Technical knowledge and/or genuine interest in the Institutional market, asset classes, and competitive landscape. A client-first mindset and the ability to influence and lead others to prioritize client needs. Ability to collaborate across all levels of the organization. Exceptional verbal, written, and presentation communication skills. Proficiency in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com, Preqin, eVestment, PowerBI is a plus. Series 7 License, or the ability to obtain it within 12 months of joining. 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 4,600 employees across 54 cities operating in 26 countries and jurisdictions, our ambition is to be the most trusted investment firm in the world. We are committed to nurturing continuous learning and professional growth for our employees through training across technical and soft skills. Our culture emphasizes intellectual curiosity, collaboration, and empowering our people to thrive. Nashville, Tennessee.
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Join our dynamic Client Relations team at AB, where you'll be at the forefront of servicing existing clients and supporting sales and business development. This critical team collaborates with Sales Advisers, operations, investments, business development, marketing, legal & compliance, and senior leadership to support clients and drive new business across one of AB's key client segments – North American Institutions (specifically Public Plans). This role is based in Nashville, TN. What You’ll Do
Partner with Institutional Advisers to oversee all aspects of day-to-day client account servicing, including timely delivery of client reports and materials, fielding ad-hoc client queries, arranging portfolio reviews, preparing review presentations, and managing transactional requests such as contract amendments or guideline changes. Develop and maintain a strong working knowledge of clients and their needs, including the cadence of servicing deliverables, contract/guidelines nuances, and other relationship aspects that improve the client experience. Assist with prospecting efforts, which may involve arranging meetings, preparing prep memos, conducting research (using tools like Preqin, eVestment, Market Lens), identifying new prospects, tracking and delivering follow-up items post-meetings, facilitating RFPs/questionnaires, and managing contact lists for marketing campaigns. Lead client matters with internal and external stakeholders through to successful resolution with minimal direction. Proactively maintain a strong working knowledge of AB products, investment processes, and operational infrastructure. Work directly with AB investment professionals across equities, fixed income, multi-asset, hedge funds, and private alternatives with an emphasis on private credit to assist in developing new business and retaining current clients. Assist our private alternatives team with capital raises for new debt funds with institutional clients. Collaborate with Sales & Sales Leadership on client plans, business-at-risk reports, and other marketing campaigns. Maintain accurate client records in AB’s CRM system (Salesforce). Responsibilities
In addition to the above, more experienced Client Relations team members should expect to be assigned to more complex client relationships. Additional responsibilities may include: Operate independently and serve as the de facto relationship manager to oversee all aspects of day-to-day client account servicing. Establish regular touchpoints with clients/prospects to build strong relationships based on trust and credibility. Anticipate client requirements/objectives, generate ideas, and drive solutions to complex client issues and new business opportunities. Act as the Adviser’s proxy in meetings, including client portfolio reviews, operational due diligence visits, and prospecting meetings. Collaborate with Consultant Relations Directors to ensure coordinated and effective activity between clients and their consultants. Communicate client feedback and market trends to senior leadership and contribute to sales and client relations strategic goals and planning. Potentially manage a small base of clients/prospects outside of those with Adviser involvement, subject to performance. What We’re Looking For
Bachelor’s degree in finance, economics, marketing, or a related field, with an excellent academic record. Proven track record of outstanding performance and achievement. At least 2-3 years of experience in the financial services industry, ideally with client service/relationship management experience. Detail oriented, results focused, self-starter who can quickly understand client needs and focus on commercial delivery. Inquisitive mindset and strong organizational skills, with the ability to manage priorities and meet deadlines. A strong curiosity to learn about the capital markets and communicate complex investment topics to a sophisticated audience. A desire to build a deep base of knowledge across all asset classes including equities, fixed income, multi-asset, and public and private alternatives. Opportunities to pursue finance-related designations such as the CFA, CAIA, or CIMA with firm support if desired. Highly responsive with commitment to seeing tasks through to completion; able to oversee a complex to-do list and hold internal stakeholders accountable for outstanding deliverables. Ability to network and develop long-term relationships with clients and internal partners. Technical knowledge and/or genuine interest in the Institutional market, asset classes, and competitive landscape. A client-first mindset and the ability to influence and lead others to prioritize client needs. Ability to collaborate across all levels of the organization. Exceptional verbal, written, and presentation communication skills. Proficiency in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com, Preqin, eVestment, PowerBI is a plus. Series 7 License, or the ability to obtain it within 12 months of joining. 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 4,600 employees across 54 cities operating in 26 countries and jurisdictions, our ambition is to be the most trusted investment firm in the world. We are committed to nurturing continuous learning and professional growth for our employees through training across technical and soft skills. Our culture emphasizes intellectual curiosity, collaboration, and empowering our people to thrive. Nashville, Tennessee.
#J-18808-Ljbffr