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Regional Manager

Role overview

Qualifications

  • Bachelor's degree in finance or a related field.
  • 7+ years of experience growing sales with financial advisors.
  • Active Series 7 and Series 63 licenses.
  • Existing relationships with key financial advisors in the NC/SC region.

Responsibilities

  • Generating sales and building long-lasting relationships with top financial advisors.
  • Running a sales region that achieves growth while maintaining a budget and high activity levels.
  • Solving complex problems and working independently with minimal guidance.
  • Leading projects or project steps within a broader initiative and mentoring less-experienced team members.

About the company

AllianceBernstein logo

AllianceBernstein

AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with $805 billion in assets under management as of February 2025. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firmβ€”from how we work and act to the solutions we design for clients. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.

Company details

Company size1001 - 5000

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Job description

Who You'll Work With:

We are looking for a Regional Manager (field wholesaler) within our US Retail sales team. This position will cover Independent Broker Dealers and Bank Advisors in the in NC/SC area. This team is responsible for developing and servicing sales of all AB products with financial advisors. The candidate will interact with financial advisors and their team members, is expected to build and grow sales as well as service existing users of AB products and services.

What You'll Do:

  • Specific responsibilities include but are not limited to:

  • Generating sales and building long-lasting relationships with top financial advisors

  • Running a sales region that experiences sales growth, while maintaining a budget and high level of sales activity.

  • Requires in-depth conceptual and practical knowledge in own job family and basic knowledge of related job families.

  • Solves complex problems.

  • Works independently, receives minimal guidance.

  • May lead projects or project steps within a broader project.

  • Acts as a resource for team members with less experience.

  • Level at which career may stabilize for many years or until retirement.

What We're Looking For:

  • A degree in finance or similar field.

  • 7+ years of experience growing sales with financial advisors.

  • Strong written and verbal skills.

  • Examples of key attributes (depending on role) could be:

    • Having impeccable attention to detail

    • Being adept at synthesizing data to arrive at a compelling conclusion/tell a story

    • Being collaborative and open to other viewpoints

    • Demonstrating agility and innovation when faced with complexity and/or adversity

Required Skills

  • Active Series 7 and 63 licenses

  • Existing relationships with key financial advisors in the region.

Location: Remote – within Territory

North Carolina Offsite

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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