Vice President

hace 4 días

Santiago, Metropolitana, Chile AllianceBernstein LP A tiempo completo

Who You'll Work With:

AllianceBernstein is in search of a Client Business Management Vice President for Latin America to join our Americas Client Group, which services our Institutional and Retail clients in Chile, Perú, Colombia, Argentina y Uruguay.  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 Business Management – Latin America 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 Client Business Management Vice President– Latin America will report to the Regional Sales Manager of the Client Group, based in Chile.  This position is based in Santiago, Chile.

What You'll Do:

The Client Business Management – Latin America is responsible for handling client and prospect requests for the relationships they are assigned to. Along with the Regional Sales Manager, the Client Business Management – Latin America is responsible for day-to-day contact with the internal and external contacts related with AB's client and prospects. Client Business Management – Latin America 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 meetings, calls, innovative ways to reach an engage 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:

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

  • At least 10 years of financial services experience in a professional capacity, focused primarily on investments.

  • Strong connections and relations with clients, prospects and incumbents in the financial industry of the region.

  • 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.

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