Who We Are:

AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.

We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.

If you're ready to innovate and grow your career, join us.

Who You'll Work With:

The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas:

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

Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education

Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities

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

What You'll Do:

AllianceBernstein is in search of an Associate to join our Americas Client Group, which services our Institutional and Retail clients in Mexico and NRC Clients in Texas.  The Americas Client Group team is dedicated to building strong relationships, positioning our capabilities and investment solutions, and servicing AB’s retail and institutional Clients. This highly motivated, fast-paced team follows a strategic plan to broaden and deepen advocacy across the firm’s clients and prospects and focuses on delivering the full scope of the firm’s investment services to different type of clients such as Private Banks, Broker/Dealers, Fund of Funds, local Asset Managers, Family Offices, Pension Funds, Endowments, and Insurance Companies, among other. The Client Associate plays a key role supporting Country/Regional Managers in our team, to jointly fulfill the servicing needs of these clients - and will be required to effectively collaborate with different AB functional partners (e.g., Portfolio Management, Operations, Marketing, etc.), supporting our efforts. Progress is strong and expectations for this team and its members are high.

The Associate will report to the Regional Director of Sales of the client Group, based in Mexico.  This position is based in Mexico City.

Job Description

The Associate is responsible for handling client and prospect requests for the relationships they are assigned to. Along with the Director of Sales, the Associate is responsible for day-to-day contact with the internal and external contacts related with AB’s client and prospects. Associates are accountable to their Country/Regional Managers to ensure that both internal and external service expectations are met or exceeded. This includes first and foremost building effective and trusted relationships with their Advisors, as well as with their peers and colleagues in other departments, including Portfolio Management, Operations, Client Reporting, Legal & Compliance and Finance.

Specific responsibilities include but are not limited to:

Support sales across different market segments.

Make proactive calls to clients promoting our investment services and generating sales.

Follow up with relevant materials the meetings of Country leaders with clients and prospects.

Highlight and develop useful information about competitive positioning of our funds.

Send relevant emails to clients promoting our though-leadership and investment capabilities.

Provide Support to Country leaders whereas they are in meetings.

Develop operational tasks which includes sales identification and analysis of sales reports, contact updates, salesforce management, Morningstar reports and analysis and day to day work.

What We're Looking For:

The ideal candidate should have:

Bachelor’s degree, preferably in finance, business administration or economics.

At least 3-5 years of financial services experience in a professional capacity, focused primarily on investments.

Strong MS Word, Excel, PowerPoint skills and familiarity with Morningstar.

Excellent verbal and written communication skills in English and Spanish, with the confidence to thoughtfully assert ideas to a broad audience.

Good judgment, a powerful sense of urgency, and initiative.

Ability to be proactive and to work well both independently and as part of a team.

Client-focused, highly organized and able to thrive in a culture of relentless ingenuity.

A desire to learn about the industry and AB’s investment strategies.

Self-motivated and Self-reliant in regular/familiar tasks

Strong attention to detail.

Analytical and numerical skills.

Supportiveness and inclusivity.

Strong time management and organizational skills.

Deadline-driven, with the ability to reassess priorities.

Adept at synthesizing data to arrive at a compelling conclusion/tell a story.

Collaborative and open to other viewpoints.

Agile and innovative in the face of complexity and/or adversity.

Location

Mexico City, Mexico.