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 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 24 licensed within six months of starting.
Department Description:
Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of Alliance Bernstein 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 Disclosure In 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 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. Los Angeles, California
Summary
Location: Los Angeles, California
Type: Full time
