AllianceBernstein ยท 3 months ago
Advisor Enablement Strategist
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$100K/yr - $120K/yr
2+ years expAllianceBernstein is a leading financial services firm seeking a proactive individual to join their team as an Advisor Enablement Strategist. This role focuses on partnering with Advisors to enhance their practice management through technology tools, thereby impacting revenue production and improving overall productivity and efficiency.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Provide personalized, high-touch service in one-on-one meetings with Advisors, Managing Directors, and other Private Wealth resources. Understand their practice management and pain points, offering tailored recommendations to reduce friction, scale their practice, and share best practices
Support the rollout of new sales technologies, ensuring smooth implementation and minimal disruption
Monitor technology usage and adoption rates, providing insights and recommendations for improvement
Conduct impactful virtual and in-person training sessions and presentations for regional offices and Private Wealth National
Analyze and improve strategies and materials that promote the adoption and effective use of sales technologies including existing training guides, delivery methods, and training programs
Onboard and support users with essential tools, staying abreast of developments in corporate technology
Stay current on developments in AI technologies relevant to advisor enablement and train Advisors on how to effectively use AI tools to enhance their practice efficiency
Travel is required, estimated at approximately 25%
Qualification
Required
A minimum of 2 years of experience in the financial services industry; marketing and/or communications experience is a plus
A proactive mindset with strong attention to detail
Strong verbal and written communication skills
Ability to work effectively with a broad range of personalities
Professional maturity, decisiveness, and strong business judgment
Proficiency with Salesforce, Word, Excel, and PowerPoint
Creativity, vision, and a passion for continuous improvement
Sales orientation with the ability to think from the perspective of financial advisors
Benefits
Health insurance coverage
An employee wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Sick and vacation time off
Company
AllianceBernstein
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
1001-5000 employees
H1B Sponsorship
AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)
Funding
Current Stage
Public CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
Seth Bernstein
President & CEO
James Wallin
Senior Vice President
Recent News
2026-01-06
MarketScreener
2026-01-05
Company data provided by crunchbase