What are the responsibilities and job description for the AVP/Client Relations position at AllianceBernstein and Careers?
Who You’ll Work With:
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).
To thrive in this role, you should bring a passion for excellence, enjoy continuous learning, love collaborating across teams, and be relentless in promoting the needs of AB’s clients. This role is based in Nashville, TN.
What You’ll Do:
Your responsibilities will include, but are not limited to:
- Partnering with Institutional Advisers to oversee all aspects of day-to-day client account servicing. This includes timely and efficient 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.
- Developing and maintaining a strong working knowledge of clients and their needs, including the cadence of servicing deliverables, nuances of the client’s contract/guidelines and any other aspects of the relationship that allow AB to improve the client experience.
- Assisting with prospecting efforts, which may involve arranging meetings, preparing thorough 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.
- Leading client matters with internal and external stakeholders through to successful resolution with minimal direction.
- Proactively maintaining a strong working knowledge of AB products, investment processes, and operational infrastructure.
- Working 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.
- Assisting our private alternatives team with capital raises for new debt funds with institutional clients.
- Collaborating with Sales & Sales Leadership on client plans, business-at-risk reports, and other marketing campaigns
- Keeping accurate client records in AB’s CRM system (Salesforce).
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:
- Operating independently and serving as the de facto relationship manager to oversee all aspects of day-to-day client account servicing.
- Establishing regular touch points with clients/prospects to build strong relationships based on trust and credibility.
- Anticipating client requirements/objectives, generating ideas, and driving solutions to complex client issues and new business opportunities.
- Acting as the Adviser’s proxy in meetings, including client portfolio reviews, operational due diligence visits, prospecting meetings etc.
- Collaborating with Consultant Relations Directors to ensure coordinated and effective activity between clients and their consultants.
- Communicating client feedback and market trends to senior leadership and contributing to sales and client relations strategic goals and planning.
- Potentially managing your own 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.
- A detail oriented, results focused, self-starter who can quickly understand client needs and focus on commercial delivery.
- An 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 develop the ability to communicate complex investment topics to a sophisticated audience.
- A desire and interest in building 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. Must be able to oversee and manage a complex to-do list, holding internal stakeholders (including senior colleagues) accountable for outstanding deliverables, ensuring all agreed-upon actions are completed promptly and efficiently.
- A desire and interest in building 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 are available subject to business approval).
- 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 communication, and presentation skills.
- Proficiency in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com, Preqin, eVestment, PowerBI, and MS Copilot 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 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. We are also committed to nurturing continuous learning and professional growth for our employees through a wide range of training, including both technical and soft skills.
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