We are seeking a Private Wealth Coordinator for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. Bernstein Private Wealth Coordinators are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Wealth Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients’ needs.
A Coordinator will:
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Partner with multiple Wealth Advisors to boost productivity and efficiency through service and support functions, as follows:
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Ensure Advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports.
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Effectively manage Advisors’ calendars, including scheduling and maintaining meetings, while considering preferences and needs.
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Proactively communicate with Advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.
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Build strong relationships with clients and their professionals, responding to their needs with urgency and willingness to go above and beyond expectations.
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Collaborate with other Coordinators, Associates, management, and internal business partners to complete tasks, find solutions, and support business goals.
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Participate in event coordination for the office with responsibilities including attending strategy calls, attendee outreach, and event logistics.
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Take ownership of tasks related to general office maintenance, including ordering supplies and facilities management.
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General administrative duties including writing correspondence, answering phones, database maintenance, processing mail and checks, and organizing travel plans.
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As tasks are mastered, duties may be supplemented with other projects of increasing responsibility to further enhance business development and client servicing efforts.
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Approximate Hours: 8am–5pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime.
Our Comprehensive Training and Development Program
Coordinators will participate in a robust and comprehensive training program that will build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve client service excellence and fuel success as an investment professional, regardless of your incoming background. Curriculum will be delivered in various mediums such as interactive virtual sessions, group collaboration, and on-the-job individual training. The program will include:
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In-depth industry training on proprietary investments, services, policies, and procedures.
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A focus on client service excellence, partnership, and sales training in order to provide an exceptional client experience.
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Behavioral training geared toward the development of communication, leadership, and other professional skills.
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Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Coordinator role.
Job Qualifications
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The ideal candidate should have 1-2 years of experience as a Coordinator, Administrative or Executive Support in a corporate or professional office.
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People who possess strong analytical and communication skills, resourcefulness, and an ability to build relationships.
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Accomplished team players who thrive in a rigorous and challenging environment.
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Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
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Individuals who have a bachelor’s degree with excellence in academics and strong leadership experience.
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Proficiency in Microsoft Office is required.
Department Description
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
We are proud to be part of AllianceBernstein, an asset management family that is fully invested in creating better outcomes—making a positive impact for our clients, society, and the planet. AllianceBernstein ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. To learn more about our Purpose and Values, visit us at www.alliancebernstein.com/corporate/en/home/about-us/purpose-and-values.html.
Join us in pursuing insights that unlock opportunities. Visit us at www.bernstein.com/our-story/overview.html.
Equal Employment Opportunity Employer
People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
Colorado Equal Pay Act
The Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Base Salary Range: $50,000–$60,000. Actual base salaries may vary based on factors including but not limited to prior experience and past performance. The range listed is just one component of AB’s total compensation package for employees. Other rewards may include overtime, year-end incentive compensation, short- and long-term incentives, and department-specific awards. In addition, AB provides a variety of benefits to 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
Denver, Colorado
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.
