Job details

ReInvest (Returnship Program) - Institutional Coordinator

At AB, taking time to care for your family is considered valuable life experience. We are looking for qualified, motivated individuals who have taken a break from work to invest in their families and loved ones and are now looking to ReInvest in their career. Our ReInvest Program is an 11-week paid program, beginning September 5 and ending November 17.

ReInvest Program Overview

Spend 11 weeks in a paid returnship program with a cohort of your peers
Be assigned meaningful project work in an area of interest and your expertise
Participate in development workshops and training sessions designed to support your career re-entry
Have regular check-ins with a mentor who can advise and guide you
Be considered for a full-time opportunity once the program is over

ReInvest Program Qualifications

You have been on a career break for two or more years and are interested in getting back to full-time work
You have 3-5 years' previous professional work experience, at a minimum
You are within commuting distance to our Nashville office
You are a person of integrity, with strong interpersonal and communication skills

Who You’ll Work With

The Institutional Coordinator will sit within the IIM Business Ops and Client Service Organization and support key areas of Institutional Sales and Client Service. This role partners with Institutional Advisors and Client Service professionals to develop and distribute marketing and presentation content, manage meeting preparation and coordination, maintain oversight of CRM (Salesforce) data and support a range of projects to deliver outcomes on behalf of the firm’s largest clients and prospects. To be successful across all aspects of the role, the Coordinator must be well organized, have strong attention to detail, and build relationships with a range of stakeholders both internal and external.

What You’ll Do

Maintain CRM (Salesforce) data to a high quality for 3-5 Institutional Sales teams with a specific focus on Meeting and Activity Logs, Opportunity (Sales Cycle) Updates, Contact Details, Consultant Relationships, Key Internal Business Partners, Product Interest, and Client Deliverables
Arrange and participate in periodic portfolio updates with North America based clients, working closely with AB investment professionals as needed
Partner with Client Service Professionals, Sales Advisors, Business Development and Portfolio Managers to customize and refine Client Servicing and Prospecting presentations
Work with Sales & Service Leadership on client plans, business-at-risk or other client reports/info
Coordinate Strategic Marketing efforts for 3-5 Institutional Sales teams
Execute on logistics for on-site events (e.g. Room bookings, printed materials, coordinating facilities, AV services, etc.)
Proactively maintain a strong working knowledge of AB products and investment processes
Support Client Service partners with regular and ad-hoc client queries

What We’re Looking For

A Bachelor’s degree
The desire to join fast-paced Asset Management Sales organization
A track record of outstanding performance and achievement
A belief that client is first and the ability to influence and lead others to prioritize in that way
The ability to collaborate across all levels of the organization
Exemplary relationship building skills
Exceptional verbal and written communication and presentation skills
Strong organizational skills and the ability to multi-task and prioritize
An analytical mindset and strong problem-solving abilities
Fluency in Microsoft Word, PowerPoint, Outlook and Excel; experience with Salesforce.com a plus

Who We Are

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!

People of color, women, and those who identify as LGBTQ people 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, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Nashville, Tennessee