Samantha David Email & Phone Number

Philadelphia, PA, US

New York, New York

• Support senior relationship managers to strategically build and maintain relationships with retail distribution partners of AllianceBernstein to ensure all fund and SMA products are available on advisor platforms.
• Engage with due diligence teams and portfolio managers to uncover new research recommendation opportunities.
• Add value with strong client servicing and provide quarterly/monthly deliverables to clients on ongoing basis.
• Own all stages of processes for client contracts, operational issues and RFPs by working with other internal departments.
• Collaborate with Americas marketing to produce and implement marketing plans specific to channel, product, and partner firm. Assist in conference planning and coordination with legal/compliance on marketing material.

Philadelphia, Pennsylvania

• Provides a seamless onboarding/training experience for new advisor clients on Envestnet platform, consults with them on best practices/tools to suit them, and trouble shooting.
• Navigates with advisors through best approaches to account management, proposals and portfolio/model selections.
• Manages relationships with new and existing platform users (financial advisors), prospects new books of business, and assist with complex portfolio case design.

• Acts as a point of contact for Vanguard’s myriad of personal investors. Demonstrates emotional intelligence, sensitivity, and relationship management when speaking with clients; actively engages in service recovery.
• Conducts investment discussions with clients regarding their personal goals, risk tolerances, and interests. Adept knowledge in both retirement and nonretirement mutual fund accounts, the markets, and industry-relevant.
• Utilizes problem solving and internal resource leveraging to untangle complicated client/account related issues.
• Interpreted team’s metrics and reported my findings at team meetings to identify opportunity areas and strengths as a team.

Bachelor Of Science (B.S.), Marketing

Activities and Societies: Alpha Xi Delta (Philanthropy Chair), Blue Hen Marketing Club Member, Hillel Member

Spanish Language And Literature

Study Abroad