We are looking for an AO/Sales Associate for our Offshore Sales Team 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. Over time this role helps prepare and develop an individual for potential external wholesaler or additional opportunities across the firm in areas across the Client Group and beyond. This position will be based in AB’s Miami office and offer a flexible working arrangement (hybrid of office and remote working days).
Job Description
Specific responsibilities include but are not limited to:
Understanding our firm’s mission and values as well as product offerings in the Offshore 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
Periodic travel into sales region
Job Qualifications & Key Attributes
The ideal candidate should have:
Bachelor’s degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
English/ Spanish bilingual skillset
3 years of financial industry experience with focus on asset management sales and non-US client business experience is preferred
Client focus and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment
Self-starter, strong analytical skills, and have an interest in mastering all aspects of the retail investment management business and capital markets
Comfortable working independently while also collaborating as part of a team
Registered with Series 7 & 63 or 66 licenses
