Strategic Relationship Group Rotational Associate

US Strategic Relationship Group Rotational Associate

Location: Nashville, TN

About the Department:

The Client Group is one of AB’s largest strategic business units, with functions that range considerably throughout the firm. The program will ultimately expose the associate to the lifecycle of an investment product, from the initial generation of the idea to researching interest in the marketplace to crafting our message and finally, distributing our products and servicing our Institutional and Retail clients.

Who You'll Work With:

The US Retail Group is a critical function within AB’s organization that is responsible for the sales and servicing of AB’s mutual funds, ETFs and separately managed account products, in direct partnership with our internal/external sales force.  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.

AB US Retail is of four main areas:

• Strategic Relationship Group is responsible for maintaining our firm relationships (i.e., broker/dealers, banks, independent brokerages, RIAs, etc.). Through these relationships, the SRG team works to promote AB’s brand, advocate the firm’s capabilities, and increase product presence within the retail marketplace.

• 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

• Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability

• Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth

What You'll Do:

We are looking for a US Retail Associate to work across multiple teams within the group which is dedicated to supporting firm sales and distribution initiatives through a number of teams. This is an opportunity to support the broader US Retail Distribution channel and promote the sale of the firm’s proprietary investment services 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 a potential role on a number of teams within the US Retail group.

What We're Looking For:

• Understanding our firm’s mission and values as well as product offerings in the U.S. retail market

• Individuals graduating Spring 2026

• Opportunity 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

• Assisting the team in managing their channel relationships to help keep them organized

• 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.

• Bachelor’s degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience

• Financial industry experience is preferred; however, relevant internship experience with demonstrated achievement will also be considered.

• 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

• Ability to successfully complete the Security Industry Essentials (SIE), Series 7, and Series 63 licensing exams within first twelve months of employment

Who We Are:

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 coun