Private Wealth Portfolio Implementation Associate

AllianceBernstein; Nashville (TN); On-site; USD 70,000 - 95,000; Full time

Job summary

AllianceBernstein in Nashville, TN, seeks a Portfolio Implementation Associate for the Private Wealth PMG. You will implement equity decisions, monitor positions, manage cash flows, and handle client requests throughout the client lifecycle.

The role requires 1–3 years wealth management or financial operations experience, a bachelor’s degree, and the ability to work in the U.S. without visa sponsorship. Collaborative cross‑functional work and process improvement are emphasized.

Qualifications

• Bachelor’s degree in business, finance, economics, math, computer science, engineering, or liberal arts.

Responsibilities

• Implementing investment decisions for individual equity accounts
• Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
• Addressing client requests and managing events throughout the client’s life cycle, such as cash flows, transitions, and account openings and closings
• Liaising with other departments (Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, Investment Operations/Accounting)
• Project-based initiatives related to trade implementation product design and process improvement

Education

Bachelor’s degree

Job description

AllianceBernstein in Nashville, TN, seeks a Portfolio Implementation Associate for the Private Wealth PMG. You will implement equity decisions, monitor positions, manage cash flows, and handle client requests throughout the client lifecycle.

The role requires 1–3 years wealth management or financial operations experience, a bachelor’s degree, and the ability to work in the U.S. without visa sponsorship. Collaborative cross‑functional work and process improvement are emphasized.