AllianceBernstein

Insurance

• Manage portfolio cash balances in accordance with portfolio guidelines and investment strategy
• Monitor portfolio positions, trade orders and analytics for compliance with client guidelines and asset allocation, duration and risk targets
• Highlight deviations from targets and recommend rebalancing trades
• Generate purchase and sell orders for client cash flows, FX rebalances and active investments
• Facilitate account openings and closings and address ad-hoc client requests
• Prepare investment and portfolio exposure reports
• Review guideline amendments, custodial changes and other account-impacting activities
• Identify opportunities to re-engineer and automate processes with technologists
• Support Portfolio Managers, Sales, Trading and Operations in delivering client requirements
• Partner with Insurance Operations on portfolio transfers and actionable cash balances
• Build and maintain investment program trackers and report-out presentations
• Serve as clients’ first point of contact for asset-class inquiries and support impairment reviews
• Perform bespoke asset-allocation analysis and provide insurance-specific relative-value recommendations

Insurance Associate Portfolio Manager

Marketing

• Support the regional Senior Marketing Strategist in developing and executing marketing initiatives, events, and experiences for the Dallas and Houston markets
• Build partnerships with managing directors and advisors to develop multichannel marketing strategies aligned with business goals and priority client demographics
• Oversee marketing strategy and event execution from start to finish
• Manage budgets related to advisor marketing strategies within the defined cohort
• Track KPIs and ROI and report on activity effectiveness
• Collaborate with the Data team to make data-driven decisions
• Manage internal and external mailings, invitations, and other communications
• Partner with the Events Agency and advisor client servicing teams on event and activity execution
• Develop integrated communications plans spanning email, social media, strategic partnerships, and related channels
• Partner with the other Central Region AMS to support coverage of additional offices
• Lead national projects as needed
• Identify innovation opportunities, leverage existing technology, drive process improvement, and monitor industry trends and best practices
• Partner with the training team to align training, partnerships, and priorities
• Support ongoing internal training for advisors

Insurance Associate Portfolio Manager

Associate Marketing Strategist