Relationship manager – RIA West Division

Who You’ll Work With:

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.

What You’ll Do:

• 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.

• Assist with the planning and execution of roadshows and conferences

What We’re Looking For:

The ideal candidate should have:

• 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

• Series 7 and 63  required

• CFA, CIMA and/or CAIA preferred

• Must be located in the Western Division

JOB DESCRIPTION

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! 

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:

Base Salary: $200,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria

well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria