Who You’ll Work With:
The Senior Investment Strategist & Head of Taxable Fixed Income US Retail,
partners with both the investment team and distribution to promote and drive the
growth of the fixed income business for AB. US Retail is an extremely important
channel for AB and a key source of growth for our taxable fixed income
businesses. This is a senior hire within the Fixed Income Business Development &
Product Strategy team who will take responsible for the design and
implementation of AB’s business strategy, including the supporting the
acquisition and servicing of clients in AB Fixed Income products.
What You’ll Do:
* Provide insights about AB fixed income strategies and capital market
developments to existing and prospective clients
* Focus on the positioning, marketing, and servicing for AB’s Taxable fixed
income platform in the US retail market, which includes a market leading
suite of mutual funds, ETFs and SMAs
* Serve as a spokesperson for the fixed income team at client meetings and
events with the ability to demonstrate a deep understanding of AB’s
investment process, market outlook, and investment strategies
* Grow and support the fixed income retail (and occasionally institutional)
business across in the US in collaboration with AB’s sales force.
* Provide regular updates and training to internal stakeholders on fixed income
market developments and portfolio strategies. Serve as a key on-the-ground
fixed income resource to answer client questions on specific sales
opportunities
* Partner with Product Development on new products (or enhancement of existing
products) that are relevant to assigned coverage
* Identify areas for thought leadership that connect with product
responsibilities. In partnership with other business development colleagues,
continuously create new sales ideas/ways to advocate products (e.g. blog
posts, thought leadership ideas)
* Manage, mentor and develop a team of approximately 2 -3 members
What We’re Looking For:
* 10+ years of experience in the investment management industry with direct
Investment Strategist / Client Portfolio Manager / Portfolio Specialist
experience
* A proven track record of successfully promoting fixed income investment
strategies to prospects and clients in US retail channels
* Strong technical knowledge of fixed income markets and macroeconomics trends.
Intellectual curiosity about global capital markets and ability to find
creative ways to connect with existing and prospective clients
* An understanding of the US retail competitive landscape and buy-side industry
trends for fixed income strategies across various channels. Contacts with key
product selection decision makers and financial institutions’ intermediaries
a plus
* Strong analytical skills, collaborative attitude, sense of ownership, strong
prioritization skills and execution skills
* A team player with highly developed interpersonal skills, including
collaboration, negotiation, and influence
* Excellent verbal and written communication skills. Gravitas, ability to
present credibly and resonate with clients across a wide range of client
segments and settings, going from one-on-one meetings with sophisticated
institutional investors to large groups with retail advisors or individual
investors.
* Strong marketing and messaging skills in order to maintain a compelling story
for AB's fixed income franchise and individual products
* Ability to prospect and close new business relationships in partnership with
AB's retail relationship managers, institutional client advisors and global
financial institutions team.
* A desire to interact directly with both internal teams and external clients
to influence their product knowledge and support AB’s sales efforts.
* Ability to work effectively under pressure while multitasking, adhering to
tight deadlines, and maintaining strategic relationships with internal
partners
* Experience managing, mentoring and developing junior talent
* Detail-oriented and organized
* Advanced business degree in fields such as Economics/Finance, relevant
industry certifications (e.g. CFA, CAIA) a plus
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!
All 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 and practices seek to
ensure that employment opportunities are available to all employees and
applicants based solely on job-related criteria.
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Nashville, Tennessee