Regional Manager- WI

Posted Yesterday
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Wisconsin
Senior level
Fintech
The Role
Regional Manager position within a leading global investment management firm. Responsible for developing and servicing sales with financial advisors in Wisconsin. Requires 7+ years of experience in growing sales with financial advisors and active Series 7 and 63 licenses.
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 Wisconsin. 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 - Wisconsin

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! 

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria

Wisconsin Offsite

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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