Associate

AllianceBernstein LP•San Francisco, CA

2d•Onsite

About The Position

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, the firm prides itself on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of the Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). ADP is a one-of-a-kind opportunity designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of incoming background. Components of the ADP include in-depth industry training on proprietary investments, services, policies and procedures; advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies; a focus on client service excellence, partnership and sales training; behavioral training geared toward the development of communication, leadership, and other professional skills; and career management, one-on-one coaching, and specialized skills training. Associates have a myriad of opportunities to continue their career with the firm as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. The firm takes Associates' development seriously, focusing on understanding each individual’s strengths and aspirations, and personalizing a roadmap for success. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), the firm celebrates opportunities for advancement.

Requirements

Possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Have a bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required

Nice To Haves

1-2 years client service experience, financial services industry experience a plus
Candidates with licenses (SIE, Series 7, and Series 63) are a plus

Responsibilities

Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support