VP/Wealth Strategies Director, Trust and Estate Planning

AllianceBernstein • New York, NY

21d • $250,000 - $300,000

About The Position

Bernstein is seeking a Trusts and Estates attorney or Tax attorney with a strong trusts and estates background for a client-facing leadership role supporting and expanding its private wealth business. As part of the Investment and Wealth Strategies team, the Director will help develop customized wealth planning solutions for high-net-worth clients, integrating research-based advice on lifetime spending, wealth transfer, philanthropy, and investment implementation. The role partners closely with Financial Advisors and clients, explains complex estate, trust, and tax concepts to audiences with varied levels of sophistication, and helps establish Bernstein's reputation among clients and professional intermediaries. The position requires some travel.

Bernstein Private Wealth Management advises high-net-worth clients on the complexities of wealth through a holistic approach, innovative research, sophisticated modeling, and investment solutions. Bernstein is a business unit of AllianceBernstein, which has more than 4,000 employees across 57 locations in 26 countries and jurisdictions.

Requirements

• Trusts and Estates attorney or Tax attorney with a strong trusts and estates background.
• 8–12 years of law firm practice experience.
• Strong background in trusts and estates and tax, including estate administration, taxation of business entities and investment structures, and tax and estate-planning strategies.
• Exceptional presentation skills and the ability to explain complex estate, trust, and tax concepts clearly at a level appropriate to the audience.
• Strong analytical skills, thought leadership, effective interpersonal style, excellent public-speaking skills, a strong academic record, and a history of professional success.
• Highest level of personal and professional integrity.
• Quantitative, intellectually curious, client-service oriented, and able to work in a team-based culture.
• Ability to build strong relationships inside and outside the firm.
• Willingness to travel.

Nice To Haves

• Strong mathematical skills.
• Familiarity with basic estate-planning analytical software such as NumberCruncher and with Excel.

Responsibilities

• Work with Financial Advisors and high-net-worth clients to analyze potential investment strategies in light of clients' tax and estate-planning circumstances.
• Communicate research conclusions and capabilities to clients, prospects, and professionals in settings ranging from large to small audiences and from sophisticated to lay audiences.
• Build the Bernstein brand in the high-net-worth channel by developing trust and confidence among prospective and existing clients and their professional intermediaries.
• Help win business in competitive situations.
• Work as a strategic partner to Financial Advisors.
• Train and educate Financial Advisors and Wealth Strategies colleagues on applying Bernstein's investment process to trusts, estates, and tax-planning vehicles used by high-net-worth clients.
• Identify and research current issues involving asset allocation, tax management, investment planning, and other private-client topics.
• Conduct original research and publish articles, marketing materials, and client-service presentations that summarize research insights.

Benefits

• Health insurance coverage
• Employee wellness program
• Life insurance
• Disability insurance
• Retirement savings plan
• Paid holidays
• Sick and vacation time off
• Commissions, year-end incentive compensation, short- and long-term incentives, and department-specific awards may be available depending on eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed