VP/Director of Insurance Planning

AllianceBernstein Holding LP • Stamford, CT

127d • $200,000 - $225,000

About The Position

Bernstein's Wealth Strategies team is a multi-disciplinary group of professionals with expertise helping individuals and families navigate complex wealth planning. Our mandate is to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer, philanthropy, and the investment implementation of these plans. We focus first on uncovering client priorities, values, and defining goals. We next help our clients achieve these goals by crafting a research based financial plan consistent with their priorities and values.

Requirements

• Strong analytical skills and thought leadership.
• Effective interpersonal style and excellent public-speaking skills.
• Strong academic record and a history of professional success.
• Strong mathematical skills, including familiarity with basic estate planning analytical software and Excel.
• Experience in personal insurance planning for high-net-worth and ultra-high-net-worth individuals.
• Knowledge of life insurance, annuities, long-term care, health, disability, and property/casualty insurance.
• FINRA registration (SIE, Series 7 and Series 66 or equivalent) and Insurance Licenses (Life, Variable and/or Property/Casualty).

Nice To Haves

• Experience in analyzing client insurance needs and evaluating insurance and annuity products.
• Experience in evaluating tax-efficient structuring and conducting financial planning.

Responsibilities

• Analyze existing and proposed insurance products and related strategies in the context of clients' tax and estate planning circumstances.
• Communicate planning research conclusions and capabilities to clients, prospects, and professionals, both sophisticated and lay.
• Establish the Bernstein brand in the high net worth channel by engendering trust and confidence among prospective and existing clients and their professional intermediaries.
• Work closely with Financial Advisors as a strategic partner.
• Train and educate Financial Advisors and members of the Wealth Strategies research team on insurance products and insurance planning strategies.
• Assist in the identification and research of current issues regarding asset allocation, tax management, investment planning, and other critical private wealth topics.
• Conduct original research and publish articles, marketing materials, and client-servicing presentations summarizing research insights.

Benefits

• Health insurance coverage
• Employee wellness program
• Life and disability insurance
• Retirement savings plan
• Paid holidays, sick and vacation time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees