Private Wealth Coordinator

Private Wealth Coordinator

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.

If you want to know about the requirements for this role, read on for all the relevant information.

A Coordinator will :

• Partner with multiple Wealth Advisors to boost productivity and efficiency through service and support functions, as follows :
• Ensure Advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports.
• Effectively manage Advisors’ calendars, including scheduling and maintaining meetings, while considering preferences and needs.
• Proactively communicate with Advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.
• Build strong relationships with clients and their professionals, responding to their needs with urgency and willingness to go above and beyond expectations.
• Collaborate with other Coordinators, Associates, management, and internal business partners to complete tasks, find solutions, and support business goals.
• Participate in event coordination for the office with responsibilities including attending strategy calls, attendee outreach, and event logistics.
• Take ownership of tasks related to general office maintenance, including ordering supplies and facilities management.
• General administrative duties including writing correspondence, answering phones, database maintenance, processing mail and checks, and organizing travel plans.
• As tasks are mastered, duties may be supplemented with other projects of increasing responsibility to further enhance business development and client servicing efforts.
• 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 :

• In-depth industry training on proprietary investments, services, policies, and procedures.
• A focus on client service excellence, partnership, and sales training in order to provide an exceptional client experience.
• Behavioral training geared toward the development of communication, leadership, and other professional skills.
• Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Coordinator role.

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.
• People who possess strong analytical and communication skills, resourcefulness, and an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
• Individuals who have a bachelor’s degree with excellence in academics and strong leadership experience.
• 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.

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.

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.

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.

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