Manager

AllianceBernstein L.P.; Los Angeles (CA); On-site; USD 114,000 - 124,000; Full time

Job summary

AllianceBernstein L.P. (Bernstein Private Wealth Management) in Los Angeles seeks a Manager of Client Services to lead Client Services teams supporting Wealth Advisors and clients.

You will recruit, develop and manage Associates and Coordinators, drive culture, and partner with Managing Directors to ensure seamless service delivery. The role requires strong leadership, communication, and an understanding of Private Wealth Management, plus a Bachelor's degree and Series 7 license.

Qualifications

• Bachelor’s degree required; Series 7 license required.
• 3+ years of managerial experience in a related role.
• Knowledge of Private Wealth Management services and workflows.

Responsibilities

• Manage multiple teams of Associates and Coordinators supporting Wealth Advisors and clients.
• Drive a positive culture through hands-on engagement with teams and career development.
• Partner with Managing Directors and Wealth Advisors to ensure client service excellence and continuity of business.
• Implement procedures and department policies; liaise with leadership across units to drive results.
• Serve as a resource for service inquiries and exceptions; manage risk and communicate effectively.
• Review and approve various transactions and exceptions; oversee resource distribution and headcount.

Skills

Interpersonal skills

Communication

Leadership

Education

Bachelor’s degree

Tools

Series 7 license

Series 24 license within 6 months

Job description

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 clientsDrive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development and feedbackPartner with the Managing Directors and Wealth Advisors to ensure continuity of business and client service excellenceImplement procedures and department policies with teamsLiaise with leadership in other business units (i.e. portfolio management, legal, operations, etc.) to drive results for clientsServe as a resource to Wealth Advisors and teams regarding service-related inquiries and exceptionsManage operational, firm and client risk through due diligence and effective communicationReview and approve various transactions and exceptionsOversee resource distribution and headcountJob QualificationsIdeal candidate should have knowledge of the Private Wealth Management business (services, procedures, etc.). The ideal candidate also:Possesses strong interpersonal, communication and leadership skillsWorks well independently under pressure and as part of a teamBachelor’s degree and Series 7 license3+ years managerial experienceDesired QualificationsManagers must become Series 24 licensed within six months of starting.Department DescriptionBernstein 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 $124,000. 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.Equal Employment Opportunity EmployerPeople of color, women, and 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.Los Angeles, California