Subadvisory Relationship Specialist

AllianceBernstein • San Antonio, TX

1d

About The Position

We are seeking a San Antonio-based Associate to join our Global Intermediaries, Sub Advised Strategic Relationship Group. This position plays a key role in supporting the servicing efforts of our Insurance and Non-Insurance Subadvised and Intermediary Sales teams. The Specialist will work closely with U.S. based Institutional Advisors, SRG Associates in Nashville, Institutional Client Managers, as well as teams in Institutional & Retail Operations, Legal, Portfolio Management, and other global partners. This role is essential in nurturing high-touch, highly regulated relationships with intermediaries and insurers, while effectively meeting their servicing needs. It presents a unique opportunity to be part of a collaborative environment committed to delivering exceptional service and fostering strong partnerships.

Requirements

• The ideal candidate should have a Bachelor’s degree, preferably in Finance, or Economics, with excellence in academics and strong project leadership experience is a plus.
• Two years of relevant professional experience in sales or client service back-office operations with mutual funds is preferred.
• The candidate should embrace a culture of relentless ingenuity, be team-oriented, highly client-focused, organized, efficient and detail-oriented.
• Demonstrate good judgment, be able to take initiative and be proactive, and work well independently as well as within a team.
• Self-direction, the ability to establish project objectives and work independently to achieve goals, is required.
• Candidates must also have the ability to handle multiple projects simultaneously, be detail oriented and have strong time management skills.
• Demonstrate initiative and good judgment coupled with the ability to work well under pressure.
• Professional, personable, and responsible in manner.
• Organized, thorough, and conscientious.
• Establishes priorities and follows through on tasks to completion.
• Candidates must also possess strong verbal and written communication skills coupled with the confidence to thoughtfully assert his/her ideas with a broad audience.
• Strong problem solving and analytical skills.
• Proficient in the use of typical office desktop packages, such as Outlook, Word, Excel PowerPoint, Visio and Access.

Nice To Haves

• Series 7 & 66 licenses are encouraged.

Responsibilities

• Understanding our firm’s mission and values as well as product offerings in the Institutional and Retail market.
• Proactive, thoughtful, high-quality client servicing through the following: client reporting/due diligence, preparation of marketing materials, and general troubleshooting in response to client inquiries.
• Working closely with the department head and relationship managers to develop strategic account plans aimed at strengthening relationships with partner firms and driving sales
• Coordinating and hosting client due diligence and prospecting meetings, including preparation with portfolio and product management teams.
• Partnering with internal business units including marketing, product management, sales, and operations to communicate partner firm updates and initiatives.
• Help maintain client management database and provide general support to Advisors.
• Assist with departmental projects and initiatives as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level