Regional Manager- Territory - East PA, DE, MD Independents and Banks

Posted 4 Days Ago
Be an Early Applicant
2 Locations
Senior level
Fintech
The Role
As a Regional Manager, you will manage sales within a territory, focusing on developing relationships with financial advisors and generating sales for AB products. Your responsibilities include maintaining sales activity levels and budgets, leading projects, and solving complex problems with minimal guidance.
Summary Generated by Built In

Who You'll Work With:

We are looking for a Regional Manager (field wholesaler) within our US Retail sales team. This position will cover Independent Broker Dealers and Bank Advisors in Maryland, Delaware, and Eastern PA. This team is responsible for developing and servicing sales of all AB products with financial advisors. The candidate will interact with financial advisors and their team members, is expected to build and grow sales as well as service existing users of AB products and services.

What You'll Do:

  • Specific responsibilities include but are not limited to:

  • Generating sales and building long-lasting relationships with top financial advisors

  • Running a sales region that experiences sales growth, while maintaining a budget and high level of sales activity.

  • Requires in-depth conceptual and practical knowledge in own job family and basic knowledge of related job families.

  • Solves complex problems.

  • Works independently, receives minimal guidance.

  • May lead projects or project steps within a broader project.

  • Acts as a resource for team members with less experience.

  • Level at which career may stabilize for many years or until retirement.

What We're Looking For:

  • A degree in finance or similar field.

  • 7+ years of experience growing sales with financial advisors.

  • Strong written and verbal skills.

  • Examples of key attributes (depending on role) could be:

    • Having impeccable attention to detail

    • Being adept at synthesizing data to arrive at a compelling conclusion/tell a story

    • Being collaborative and open to other viewpoints

    • Demonstrating agility and innovation when faced with complexity and/or adversity

Required Skills

  • Active Series 7 and 63 licenses

  • Existing relationships with key financial advisors in the region.

Location: Remote – within Territory

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! 

Maryland OffsiteDelaware Offsite

Top Skills

Financial Advising
Relationship Management
Sales
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The Company
Nashville, TN
4,847 Employees
On-site Workplace
Year Founded: 1967

What We Do

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

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