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Internal Wholesaler - Alliance Bernstein(Nashville) in Nashville, TN at Vaco

Date Posted: 6/20/2018

Job Snapshot

  • Employee Type:
  • Location:
    Nashville, TN
  • Job Type:
  • Experience:
    Up to 5 year(s)
  • Date Posted:
  • Job ID:
    Internal Wholesaler

Job Description


Strategic Sales & Service


Regional Consultant

Job Location Office


Relocation Assistance Available


About AllianceBernstein (AB)

We are an extraordinarily client-focused asset management firm with unique capabilities to provide world-class offerings to our clients across the full spectrum of asset management and to foster their financial success. High-quality research is at our core, and we apply our intense research to deepening our understanding of today's constantly changing financial environment. Our reach with institutional and retail clients is worldwide-we operate on a global scale, which is critical today because of the interdependence of financial markets, and our highly respected private client business shows that we have understood how to translate research into results for over 40 years.

AB's Move to Nashville

AB's new office in Nashville will be home to the company's new corporate headquarters and will embody AB's relentless ingenuity and extraordinary client focus. The future HQ will be home to the finance, technology, operations, legal, compliance, internal audit, human resources, and sales and marketing functions. AB's move to Nashville is a strategic long-term investment by our company, in a vibrant and growing city that is committed to developing its infrastructure, supporting local business and attracting new talent, not to mention the myriad benefits that it provides AB employees (e.g., lower taxes, shorter commutes, lower cost of living).

Why AB?

Whether you are a summer intern, a new associate or a seasoned professional, you will quickly sense something unique at our firm. We call this our culture of relentless ingenuity.

Relentlessness continuously moves us forward. We want to win for our clients, and we are both tenacious and resolute as we pursue this goal. We balance our relentlessness with ingenuity, which we consider an intellectual trait. We are endlessly curious, always seeking to transform stale ideas and received wisdom into fresh insights and bold new ways to help our clients succeed.

At AB, we will value you as an individual and welcome you as part of a motivated team. Our work environment is dynamic and exciting, with a vibrant mix that includes people from a wide variety of academic backgrounds, some of whom are just starting their careers and some of whom are seasoned professionals with excellent track records of success. We know that we can only build better outcomes for our clients with a strong set of shared values.

We are also deeply committed to Diversity and Inclusion. We hire the best and brightest people, without restriction, and this creates a unique environment of energy, teamwork and trust.

About Vaco

AB has partnered with Vaco, a consulting, contract and direct hire firm founded in Nashville, TN to find the right accounting, finance, human resources and IT talent. Having spent time with the team at AB, Vaco is uniquely poised to find the best people to serve in these new positions.

Department Overview

The Strategic Sales & Service department is a critical function within our organization that is responsible for the sales and servicing of AllianceBernstein's mutual funds and separately managed account products, in direct partnership with our external sales force, in our U.S. Retail distribution channel. 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.

Job Description:

We are looking for a Regional Consultant for our Strategic Sales & Service department which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts in partnership with an external wholesaler in an assigned territory. This is an opportunity to promote the sale of the firm's proprietary investment services through third-party distribution channels while gaining an understanding of client needs and assisting with development of relevant sales ideas.

Specific responsibilities will include but not be limited to:

  • Understanding our firm's mission and values as well as product offerings in the U.S. retail market
  • Working closely with external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively
  • Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients
  • Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities
  • Supporting the external wholesaler to make sure we meet the expectations and execute the requests for our clients
  • Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities
  • Traveling into sales region two to four times per year


The qualified candidate should have a Bachelor's degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience. Two years of financial industry experience is preferred; however, relevant internship experience with demonstrated achievement will also be considered. Ideally, we are interested in candidates that are client focused and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment. Candidate should be a self-starter, possess strong analytical skills, and have an interest in mastering all aspects of the retail investment management business.

Candidate must be comfortable working independently while also collaborating as part of a team. Regional Consultants are required to be registered with Series 7 & 63 or 66.