We are seeking a
Manager of Client Services to join Bernstein's Private Wealth Management office in Los Angeles. This position is responsible for managing all aspects of Los Angeles's Private Wealth Management sales support and client service functions. Key responsibilities include the following:
- Recruit, develop and manage multiple teams of Associates and Coordinators responsible for the support function of Wealth 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 Wealth 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 Wealth 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
Job QualificationsIdeal candidate should have knowledge of the Private Wealth Management business (services, procedures, etc.). The ideal candidate also:
- Possesses strong interpersonal, communication and leadership skills
- Works well independently under pressure and as part of a team
- Bachelor's degree and Series 7 license
- 3+ years managerial experience
Desired Qualifications Managers must become Series 24 licensed within six months of starting.
Department Description 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.
Salary DisclosureIn accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $114,000 to $140,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.
Los Angeles, California
