Business Solutions Analyst

Position Overview

The SMA Product Management team supports Private Wealth and US Retail in growing the Direct Indexing and Tax Managed Strategies platform. The Business Analyst will lead initiatives to expand services and enhance infrastructure and capabilities, acting as a key liaison among business stakeholders including the Investment Team, Portfolio Management Group, and other AB departments to improve the product platform and client experience. We are seeking a forward-thinking Business Analyst with strong project management skills and a proven ability to lead initiatives from ideation to launch, drive product strategy, and ensure solutions deliver tangible business value while maintaining a positive user experience.

Location: Nashville, Tennessee

Key Responsibilities

• Collaborate with the Investment team, Legal, and Technology/Operations teams across Private Wealth and US Retail to lead product and solution launches.
• Manage projects focused on expanding SMA and tax-advantaged solutions infrastructure, defining business processes, and enhancing reporting and service capabilities to create efficiencies for both internal and external clients while improving information transparency.
• Work closely with Private Wealth and US Retail leadership, as well as the Equities Team, on key initiatives and platform enhancements.
• Serve as a subject matter expert on direct indexing and tax-advantaged solutions, providing troubleshooting support and addressing inquiries from Business Development and Sales teams.
• Develop, analyze, and track key performance metrics to assess project success and drive improvements.
• Create and deliver presentations to senior leadership and other stakeholders within the firm.

Required Qualifications

• An understanding of the Private Wealth or US Retail business and/or 5+ years of relevant industry experience.
• Knowledge of direct-indexing and tax-managed strategies and solutions.
• Strong analytical, organizational, communication, and leadership skills.
• Ability to thrive in a busy, deadline-driven environment and work well under pressure.
• A highly motivated self-starter with the ability to work both independently and as part of a team, with a proven track record of managing multiple responsibilities simultaneously.
• Proficient use of Microsoft Office Suite and project management skills.

Preferred Qualifications

• Experience in SQL is preferred.