AllianceBernstein · 15 hours ago
Data Strategy Lead
Nashville, Tennessee
Full-time
Onsite
Senior Level
5+ years expAllianceBernstein is a leading global investment management firm offering high-quality research and diversified investment services. The Data Strategy Lead will work with the US Retail Business Intelligence team to optimize data processes, lead strategic data initiatives, and enhance technical capabilities to drive sales growth and strategic decision-making.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Develop and refine criteria and methodologies for evaluating new data sources and vendors
Automate workflows for data intake, ensuring efficient, secure, and scalable ingestion
Serve as liaison between AB data teams and third-party vendors to enable both short- and long-term data strategy solutions
Establish processes for identifying, intaking, and assessing new data sources, including alternative solutions as needed
Lead the design and execution of targeted sales campaigns, leveraging data-driven insights to maximize impact
Develop and evolve advisor opportunity scoring frameworks and campaign logic for strategic initiatives
Advance technical capabilities in SQL, Power BI, and data automation
Lead technical execution for data ingestion, reporting, and scoring models
Participate in industry conferences, webinars, and networking events to identify new data opportunities and stay informed on trends
Contribute to comprehensive documentation and requirement analysis
Partner with technology teams to implement data governance and enhance data quality
Build strong relationships across BI, sales, IT, and third-party vendors to facilitate cross-functional projects and serve as a bridge between business and technology teams
Proactively engage stakeholders for feedback, requirement analysis, and iterative improvement
Deepen understanding of AB’s products, client segments, and sales enablement technologies to foster a data-driven culture and generate ideas that support achievement of US Retail strategic business goals
Qualification
Required
Bachelor's degree in finance or related field
5+ years' experience in a data-related field—developing analytical strategies, BI capabilities, and data-driven decision-making roadmaps
Background in retail distribution within asset management and associated third-party data sources (DST Walletshare, LPL, Morgan Stanley, UBS, Wells Fargo, Raymond James, Ameriprise, FINTRX, Envestnet, Discovery, BrightScope, Broadridge)
Demonstrated ability to manage multiple delivery timelines and complex projects
Excellent analytical, problem-solving, and communication skills
Proven ability to collaborate across departments and levels to develop solutions and influence outcomes
Intellectual curiosity, drive for excellence, and comfort with ambiguity
Strong understanding of modern data platforms and designs
Expertise with data visualization tools (MicroStrategy, Tableau, Power BI)
Preferred
advanced degrees (MS/MBA)
Experience with SQL and Excel highly desired
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