Business Associate
📋 Role Overview & Responsibilities
Who You'll Work With
We are seeking a Nashville based Associate for our Strategic Service & Sales group, dedicated to supporting firm sales initiatives, territory management, report generation and analysis, as well as prospecting. The candidate will work closely with the Internal/External sales teams, in partnership with the Internal/External Sales Leaders, Marketing & Business Intelligence Teams to help transform data into useful and actionable information, in addition to leveraging the firm’s digital efforts, which will help to promote the sale of the firm’s proprietary investment services through third-party distribution channels.
Ideal candidates are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced environment. Candidates should be a self-starter and possess strong analytical skills to create data results through a mastery of techniques and tools that range from basic queries through multidimensional analyses and extracting the maximum amount of valid information available from the data.
What You'll Do
Understanding our firm’s mission and values as well as product offerings in the U.S. retail qualified plan marketWorking closely with internal and external wholesalers to develop processes that will help support the team effectively Managing and synthesizing large amounts of information effectively and creatively while having an in-depth understanding of the various sources and the relationships between the data setsLeading, scoping, structuring and conducting analyses to generate insights that support business decision-makingUtilizing data and advanced analytics to identify business trends, predict potential outcomes and prescribe recommended course of action to impact outcomeAssisting business users with analyzing and interpreting their business data to inform strategy Generating and delivering strategic insights and recommendations (e.g. impact analysis), leveraging data visualization Communicating measurement strategy and results to key stakeholders to drive decision-makingOpportunity to develop sales skills by making prospecting calls to our clients to provide new leads for the sales team Conducting competitive analysis for the team to generate data for our clients to use to monitor and adjust investments
Initial training is both formal instruction and on-the-job, and includes broad capital markets, AB products, services, procedures and policies, and consultative selling skills curriculum.
What We're Looking For
The ideal candidate should have
Bachelor’s degree preferably in business, finance, economics, math, marketing, or liberal arts or equivalent combination of education and experience1-3 years of relevant experienceCandidates must be able to work in the U.S. without visa sponsorship (now or in the future)Strong analytical and problem-solving skills with the ability to make recommendations and real-time decisionsStrong quantitative skills; knowledge of and experience applying statistical programming and statistical methods to measure and attribute contribution of activities to business outcomesHighly proficient in Excel and other Microsoft productsCandidates should possess strong verbal and written communication skills coupled with the confidence to thoughtfully assert his/her ideas with a broad audienceAbility to work independently while also being a strong team playerDetail-oriented, ability to multitask and work in a fast-paced environmentClient-focused with a high degree of professionalism, motivation and initiativeOpportunity to obtain Series 7 & 63 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!
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.
Nashville, Tennessee
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This position is located in Nashville, TN with potential relocation and sponsorship assistance depending on candidate qualifications.
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