Client Manager

Who You’ll Work With:

The Client Manager (CM) resides within AB’s Institutional team. This critical role partners with sales, operations, investments, business development/marketing, legal/compliance, and senior leadership team to service and support clients and also helps develop new business across one of AB's key global growth initiatives—third-party insurance asset management.

To be successful across all aspects of the role, the CM should bring a passion for excellence, thrive in a continuous learning environment, enjoy collaborating across teams, and relentlessly identify and promote the needs of AB’s clients.  This role is based in Nashville, TN.

What You’ll Do:

Specific responsibilities will include but are not limited to:

• Assist with prospecting efforts which may entail arranging meetings, preparing thorough prep memos, conducting research on insurance company public filings to understand potential opportunities/areas of focus, determining contact information for new prospects, tracking and delivering follow-up items post meetings, facilitating RFPs/questionnaires, and managing contact lists for marketing materials.

• Oversee all aspects of the day-to-day servicing of client accounts. This may include delivery of client reports and materials, fielding ad-hoc client queries, arranging portfolio reviews, preparing review presentations, and routing transactional requests. 
• With minimal direction, lead client matters with internal & external stakeholders through to fruition.

• Work with Sales & Sales Leadership on client plans, business-at-risk or other client reports and campaigns.

• Proactively maintain a strong working knowledge of AB products and investment processes.
• Maintain accurate client records in Salesforce.

What We’re Looking For:

• Bachelor’s degree, preferably in Finance, Economics, or Marketing, and an excellent academic record
• 1-3 years of client/sales experience in the financial services industry
• Track record of outstanding performance and achievement
• A belief that client is first and the ability to influence and lead others to prioritize in that way
• Ability to collaborate across all levels of the organization
• Exemplary relationship building skills
• Exceptional verbal, written communication, and presentation skills
• Proven track record in meeting deadlines with keen ability to multi-task and prioritize
• Analytical mindset and strong problem-solving abilities
• Fluent in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com a plus
• Series 7 License, or ability to obtain within 6 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 4,000 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. 

Nashville, Tennessee