ReInvest Returnship Program - Institutional Coordinator

Posted:
5/14/2024, 5:00:00 PM

Location(s):
Nashville-Davidson, Tennessee, United States ⋅ Tennessee, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Workplace Type:
On-site

At AB, we understand that career paths don’t always follow a straight line – we cherish the unique perspectives a break can provide. We applaud you for taking steps to ReInvest in yourself…we can’t wait to help you succeed in this program.

We are looking for qualified, motivated experienced professionals who have taken a break to invest in their families and loved ones and are now looking to ReInvest in their career. Our ReInvest Program is a 6 month paid program, beginning September and ending late March. Opportunities are available across a number of business units.

What You'll Do:

  • Spend 6 months in a paid returnship program with a cohort of your peers
  • Take on meaningful project work based on your expertise and experience
  • Participate in development workshops and training sessions designed to support your career re-entry
  • Have regular check-ins with a mentor who can advise and guide you

What We're Looking For:

  • You have been underemployed or taken a career break for one year or more and are interested in getting back to full-time work
  • You have had a minimum 3 to 5 years professional work experience prior to your career break, at Associate-VP level
  • You are a person of integrity, with strong interpersonal and communication skills

Who You’ll Work With

The Institutional Coordinator will sit within the IIM Business Ops and Client Service Organization and support key areas of Institutional Sales and Client Service. This role partners with Institutional Advisors and Client Service professionals to develop and distribute marketing and presentation content, manage meeting preparation and coordination, maintain oversight of CRM (Salesforce) data and support a range of projects to deliver outcomes on behalf of the firm’s largest clients and prospects.  To be successful across all aspects of the role, the Coordinator must be well organized, have strong attention to detail, and build relationships with a range of stakeholders both internal and external.

What You’ll Do:

  • Maintain CRM (Salesforce) data to a high quality for 3-5 Institutional Sales teams with a specific focus on:
    • Meeting and Activity Logs, Opportunity (Sales Cycle) Updates, Contact Details, Consultant Relationships, Key Internal Business Partners, Product Interest, and Client Deliverables
  • Arrange and participate in periodic portfolio updates with North America based clients, working closely with AB investment professionals as needed
  • Partner with Client Service Professionals, Sales Advisors, Business Development and Portfolio Managers to customize and refine Client Servicing and Prospecting presentations
  • Work with Sales & Service Leadership on client plans, business-at-risk or other client reports/info
  • Coordinate Strategic Marketing efforts for 3-5 Institutional Sales teams
  • Execute on logistics for on-site events (e.g. Room bookings, printed materials, coordinating facilities, AV services, etc.)
  • Proactively maintain a strong working knowledge of AB products and investment processes
  • Support Client Service partners with regular and ad-hoc client queries

What We’re Looking For

  • A Bachelor’s degree
  • Desire to join fast-paced Asset Management Sales organization
  • A 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
  • The ability to collaborate across all levels of the organization
  • Exemplary relationship building skills
  • Exceptional verbal and written communication and presentation skills
  • Strong organizational skills and ability to multi-task and prioritize
  • Analytical mindset and strong problem-solving abilities
  • Fluent in Microsoft Word, PowerPoint, Outlook and Excel; experience with Salesforce.com a plus
Nashville, Tennessee

AllianceBernstein LP

Website: https://alliancebernstein.com/

Headquarter Location: New York, New York, United States

Employee Count: 1001-5000

Year Founded: 1967

IPO Status: Public

Industries: Asset Management ⋅ Financial Services ⋅ Wealth Management