Private Wealth Manager

AllianceBernstein; San Diego (CA); On-site; USD 108,000 - 117,000; Full time

Job summary

Bernstein Private Wealth Management in San Diego, CA seeks a Manager of Client Services to lead the sales support and client service functions for the local Private Wealth team.

Responsibilities include recruiting, developing and managing multiple teams of Associates and Coordinators, ensuring service excellence, implementing department policies and risk management, and collaborating with portfolio management, legal and operations to drive client outcomes.

Qualifications

• Bachelor’s degree and Series 7 license.
• 3+ years managerial experience.
• Knowledge of the Private Wealth Management business.

Responsibilities

• 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 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.

Skills

Interpersonal skills

Leadership

Communication

Teamwork

Education

Bachelor’s degree

Series 7 license

Job description

Position Overview

We are seeking a

• 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

Position Overview

We 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 Qualifications

Ideal 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

Company Overview

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.

Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com

To learn more Our Purpose and What We Stand for, visit us at www.bernstein.com/our-story/overview.html

Location

San Diego, CA

Salary Disclosure

In 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.

Equal Employment Opportunity Employer

People 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.