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The Regional Sales Consultant will partner with external wholesalers to manage sales and servicing strategies for mutual funds and managed accounts. Responsibilities include conducting proactive sales calls, managing client relationships, and performing competitive analysis to identify new business opportunities.
Candidates should possess a bachelor's degree in Finance, Economics, or Marketing and have approximately two years of financial industry experience. Possession of Series 7 and 63 or 66 licenses is required, along with strong analytical and communication skills.
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 AllianceBernstein’s mutual funds and separately managed account products, in direct partnership with our external sales force, in our U.S. Retail distribution channel. The department’s primary objectives are to promote sales of the firm’s proprietary investment services through third-party distribution channels while gaining a thorough understanding of client needs, assist in the development of relevant sales ideas, create outcome-oriented solutions for our clients and to support our clients in the development of sound business practices.
We are looking for a Regional Consultant for our Strategic Sales & Service department which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts in partnership with an external wholesaler in an assigned territory. 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.
Specific responsibilities include but are not limited to:
Understanding our firm’s mission and values as well as product offerings in the U.S. retail 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
The ideal candidate should have:
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!
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.
#FullyInvested
AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with $909 billion in assets under management as of July 2026. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.
Offices: 501 Commerce Street, Nashville, TN 37203, US · 1345 Avenue of the Americas, New York, NY 10105, US · 60 London Wall, London, EC2M 5SJ, GB · 8000 IH 10 West, San Antonio, TX 78230, US · 3560 Lenox Rd NE, Suite 3000, Atlanta, Georgia 30326, US
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