Regional Sales Consultant; Internal Wholesaler

Team Overview (Client Group)

The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of four main areas:
Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth. Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education. Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities.

Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. The Strategic Sales & Service department is a critical function within our organization that is responsible for the sales and servicing of Alliance Bernstein’s mutual funds and separately managed account products, in direct partnership with our external sales force, in our U.S. Retail distribution channel.

• Understand our firm’s mission and values as well as product offerings in the U.S. retail market.
• Work closely with external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively.
• Make proactive servicing and sales calls to existing and prospective clients; receive inbound calls from existing and prospective clients.
• Partner with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities.
• Support the external wholesaler to make sure we meet the expectations and execute the requests for our clients.
• Conduct competitive analysis to identify new opportunities and advance the sales process with existing opportunities.
• Travel periodically into sales region.

• 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 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.

This position offers a flexible working arrangement (hybrid of office and remote working days).

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.

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.