VP/Wealth Strategies Director, Trust and Estate Planning

AllianceBernstein LP • New York, NY

20d • Onsite

About The Position

Bernstein is seeking a trusts and estates attorney or tax attorney with a strong trusts and estates background and 8–12 years of law firm practice experience to serve as Wealth Strategies Director, Trust and Estate Planning. The role provides leadership in supporting and expanding Bernstein’s private wealth business and develops customized wealth planning solutions for clients as part of the Investment and Wealth Strategies team.

The director serves as a client-facing planning resource, working with Financial Advisors and high-net-worth clients to analyze investment strategies in light of clients’ tax and estate planning circumstances. The role also communicates research and capabilities to clients, prospects, and professional audiences; helps establish the Bernstein brand and win business; and partners with and educates Financial Advisors and Wealth Strategies colleagues. Additional work includes researching private-client issues and producing original research, articles, marketing materials, and client presentations. The position requires some travel and is based in New York, New York.

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 experience and knowledge of estate administration, taxation of business entities and investment structures, and tax and estate planning strategies.
• Exceptional presentation skills and 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, strong academic record, and history of professional success.
• Highest level of personal and professional integrity.
• Quantitative, intellectually curious, and client-service oriented; able to work in a team-based culture and build strong internal and external relationships.
• Willingness to travel.

Nice To Haves

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

Responsibilities

• Work with Financial Advisors and high-net-worth clients to analyze potential investment strategies in light of client tax and estate planning circumstances.
• Communicate research conclusions and firm capabilities to clients, prospects, and professionals in audiences both large and small, and at varying levels of sophistication.
• Help establish the Bernstein brand in the high-net-worth channel by building trust and confidence among prospective and existing clients and their professional intermediaries.
• Help win business in competitive situations.
• Work closely with Financial Advisors as a strategic partner.
• Train and educate Financial Advisors and Wealth Strategies colleagues on understanding and applying Bernstein’s investment process to trust, estate, and tax planning vehicles used by high-net-worth clients.
• Assist in identifying and researching current issues regarding asset allocation, tax management, investment planning, and other private-client topics.
• Conduct original research and publish articles, marketing materials, and client-service presentations summarizing research insights.
• Develop customized wealth planning solutions for firm clients.

Benefits

• Health insurance coverage.
• Employee wellness program.
• Life insurance.
• Disability insurance.
• Retirement savings plan.
• Paid holidays.
• Sick and vacation time off.
• Depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives, and Department-specific awards.

What This Job Offers

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