We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships.
A Private Wealth Coordinator will:
Support multiple Financial Advisors.
Initiate and respond to client requests.
Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar.
General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.
Total compensation is competitive and comprised of base salary plus overtime.
Job Qualifications
The ideal candidate should have 1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.
Excellent verbal and written communication skills for heavy client interaction.
Effective interpersonal skills and flexibility to adapt to a variety of personalities.
Strong organizational skills and attention to detail.
Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.
Working knowledge of Microsoft Word, Excel and PowerPoint.
Desired Qualifications
Bachelor’s degree
Financial services industry experience
Department Description
Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein 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.
In accordance with applicable law, the minimum and maximum annual salary for this role is as follows: Base Salary Range: $60,000 to $65,000. This role is eligible for overtime. 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, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.
#BernsteinPWM
Cleveland, OhioSkills Required
- 3-5 years administrative or executive support experience in a corporate or professional setting
- Strong proficiency in Microsoft Office
- Experience with Salesforce
- Outstanding verbal and written communication skills
- Strong time management and organizational skills
- High attention to detail and client-focused mindset
- Ability to independently prioritize and execute multiple complex tasks and projects
- Flexibility to work overtime as workload demands change and adhere to approximate hours
AllianceBernstein Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.
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Retirement Support — Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
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Leave & Time Off Breadth — Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
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Wellbeing & Lifestyle Benefits — Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.
AllianceBernstein Insights
What We Do
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
