We are seeking a Manager of Client Services to join Bernstein’s Private Wealth New York office. This position is responsible for managing all aspects of the sales support and client service functions for select teams within the New York Office. Key responsibilities include the following:
Recruit, develop and manage multiple teams of Associates and Coordinators responsible for the support function of Financial Advisors and their clients
Drive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development and feedback
Partner with the Managing Directors and Financial Advisors to ensure continuity of business and client service excellence
Implement procedures and department policies with teams
Liaise with leadership in other business units (i.e. portfolio management, legal, operations, etc.) to drive results for clients
Serve as a resource to Financial Advisors and teams regarding service-related inquiries and exceptions
Manage operational, firm and client risk through due diligence and effective communication
Review and approve various transactions and exceptions
Oversee resource distribution and headcount
Engage in and lead local and national projects
Ideal candidate should have a detailed knowledge of the Private Wealth Management business (services, procedures, wealth planning, etc.). The ideal candidate also:
Possesses strong interpersonal, communication and leadership skills
Can work independently under pressure and as part of a team
Has a Bachelor’s degree and is Series 7 and 63 licensed
Has 3+ years of wealth management experience and/or 3+ years of managerial experience
Ideally a graduate or current member of the Next Program or equivalent
Managers must become Series 9 and 10 licensed within four months of joining role.
Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.
We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.
If you’re ready to innovate and grow 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.
New York City, New York
To apply for this job please visit www.alliancebernstein.com.
