Job description
- Identify technology and process solutions that enable a smarter, more efficient way to work to drive the evolution of PWM client service roles
- Partner with PC Management, Sales Leadership, Client Service Leadership, Operations, Legal and Compliance, PMG, PW Talent Development and Technology on key department initiatives that affect the client experience and internal processes
- Identify solutions, create specifications, lead testing, implementation and adoption/training efforts
- Consult on Digital, Portfolio Management, Wealth Strategies and Marketing projects to provide business process input
- Engage with Advisors, Associates and Management teams to gather feedback and communicate progress on initiatives
- As Product Owner, determine priorities across all Private Wealth initiatives that require OT, ACE, SNAP or MAP development and work with IT partners on development and deployment
- Possesses strong interpersonal, analytical, communication and leadership skills
- Can work independently under pressure and as part of a team
- Possesses strong attention to detail, creativity and decision making skills
- Has a Bachelor’s degree and experience in the PC Associate role
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.Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.
About AllianceBernstein
CEO: Seth Bernstein
Revenue: $1 to $5 billion (USD)
Size: 1001 to 5000 Employees
Type: Company - Public
Website: www.alliancebernstein.com
Year Founded: 1967