Experience with AI agents like Copilot, Claude, or ChatGPT
Proficient in SQL and PowerBI reporting
Strong analytical skills for problem identification and solution exploration
Experience with Jira and Confluence for project management
Responsibilities
Partner with regional business users to document processes and requirements
Develop and maintain a product roadmap
Identify and evaluate AI use cases within distribution teams
Drive consensus among stakeholders on business priorities
Support management in training and change management initiatives
Communicate business objectives to CRM Program Management and development teams
Build comprehensive project plans
Benefits
Collaborative work environment with cross-functional teams
Opportunity to work on AI transformation initiatives
Exposure to global client services and institutional clients
Professional development opportunities in project management and business analysis
Engagement with cutting-edge technology and tools
Full Job Description
Who You'll Work With:
We are seeking a Nashville-based Business Analyst to join our sales enablement and AI Transformation team. This role will play an integral part of project management within the Client Group and play a crucial role in improving internal and third-party developed systems to enhance our sales enablement, and client service of Institutional Clients around the world. To be successful, the Business Analyst must collaborate with teams across the firm to define stakeholder needs and document business requirements to effectively implement processes and systems. This role reports to the Director of Client Group Infrastructure, Risk & Strategic Initiatives.
Client Group Overview
The Client Group has a presence in the Americas, Europe, Asia, and Australia, and is composed of five main areas:
Sales, Consultant Relations & Client Services works with financial intermediaries, consultants and institutions to offer diversified investment solutions that help clients build and preserve their wealth
Business Development is a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education.
Product Strategy & Development designs, develops and manages the firm's global lineup of investment services, and considers clients' evolving needs to identify new opportunities.
Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns and events.
Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability
What You'll Do:
The key job responsibilities include, but are not limited to:
Partnering with regional business users to understand and document business processes and requirements.
Developing and maintaining a product roadmap.
Identifying and evaluating AI use cases within distribution teams.
Driving consensus with CG stakeholders around prioritization of business needs.
Supporting management teams in training and change management initiatives specifically.
Communicating business objectives to CRM Program Management and development teams through clear business requirement documentation.
Building project plans.
What We're Looking For:
Bachelor's degree
3+ years of experience with product management
Deep experience of Salesforce, or similar CRMs
Experience implementing agents in Copilot, Claude or ChatGPT
Knowledge of SQL, and ability to create PowerBI Reports
Ability to identify current or future problems or opportunities, analyzes, synthesize, and compares information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision making
Ability to develop and maintain strong working relationships with business users within Sales, Client Service, Business Development, RFP, Product Development and Marketing as well as the Client Group Technology CRM Strategy and Sales Enablement organization.
Proven track record of creation and implementation of business requirements
Experience supporting large scale change management initiatives, business process documentation, requirements writing
Experience working in Jira and Confluence
Excellent time management skills and attention to detail
Nashville, Tennessee
About AllianceBernstein Holding LP
AllianceBernstein Holding L.P. is a global asset management firm that provides investment management and research services to institutional, high-net-worth and retail investors. The company offers a range of investment products and services, including mutual funds, hedge funds, separately managed accounts, and private equity funds. AllianceBernstein has a presence in over 20 countries and manages assets worth over $600 billion. The company is committed to delivering superior investment performance and providing innovative solutions to its clients.
