Position OverviewWe are seeking a
Manager of Client Services to join Bernstein's Private Wealth Management office in San Diego, CA. This position is responsible for managing all aspects of San Diego'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 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
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 9 and 10 licensed within six months of starting
LocationSan Diego, CA
Salary DisclosureIn accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $108,000-$117,000. 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.
How to ApplyPlease apply through the AB Careers website at www.abglobal.com/careers. Click the
Job Search tab, type "Manager" in the
Search by Keyword field then filter by
State/Province.
San Diego, California
