Regional Sales Consultant (Internal Wholesaler) jobs in United States
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AllianceBernstein · 1 day ago

Regional Sales Consultant (Internal Wholesaler)

AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services. The Regional Sales Consultant will support sales initiatives, client servicing, and relationship-building efforts in partnership with an external wholesaler, focusing on promoting the firm's proprietary investment services through third-party distribution channels.

Asset ManagementFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Understanding our firm’s mission and values as well as product offerings in the U.S. retail 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

Qualification

FinanceSeries 7 licenseSeries 63 licenseSales strategyInvestment managementAnalytical skillsMulti-taskingClient focusTeam collaboration

Required

Bachelor's degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
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

Preferred

Two years of financial industry experience is preferred

Company

AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March

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 Company
Total Funding
unknown
1988-04-22IPO

Leadership Team

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Seth Bernstein
President & CEO
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James Wallin
Senior Vice President
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Company data provided by crunchbase