AVP/Strategist, UHNW

Who You’ll Work With :

Within Bernstein’s Center for Legacy Planning is a dedicated group of professionals with experience and training to help families explore the transfer of wealth-related values and knowledge.

Through directed exercises, the team helps uncover what matters the most and the least to the families with whom we work.

We then provide recommendations and share observations that turn aspirational priorities into actionable plans. Leveraging these facilitated conversations and family meetings, our experts ensure voices are heard, expectations are managed, and key findings are incorporated into strategic plans, including family governance structures, education programs, and wealth strategies.

What You’ll Do :

This team is looking for an AVP / Strategist with experience and a desire to work with individuals and families on multi-generational wealth planning.

The Ultrahigh-Net-Worth (UHNW) Strategist will work closely with the Senior National Director of The Center for Legacy Planning, and other members of the UHNW team, and incorporate elements of the Center for Legacy Planning and the UHNW Platform to provide guidance and support to high-net-worth families in the areas of deep discovery, next generation education, and the transfer of values and legacy goals.

This individual should have experience in active and empathetic listening, critical analysis, and strategic planning. Specifically, this individual needs to manage research and projects within engagement, create customized plans for clients and ultimately master Bernstein’s discovery exercises in order to lead introductory meetings with clients, prospects, and professionals.

What We’re Looking For :

Responsibilities and Duties :

Be a project manager and track progress against goals for engagement initiatives.

Create post-meeting action plans and work with senior members of the engagement team on client deliverables.

Shadow, and eventually facilitate, family meetings and Bernstein engagement exercises to allow for the sharing of family values, priorities, philanthropic goals, and family dynamics issues.

Craft, implement and manage education programs to aid in the leadership and stewardship development of rising generations, including Bernstein’s Leadership Accelerator (LAB) program.

Be a key resource internally with Private Wealth Management teams across the country to educate and promote fluency in key markets.

Qualifications :

BS / BA degree is required.

An additional certification (21 / 64, Family Firm Institute, CFA / CFP etc.) a plus or willingness to acquire within 18 to 24 months.

2-4 years of professional experience with UHNW clients in client service, planning and / or wealth management.

Experience in the financial services industry is a plus, but not required.

Foreign language skills are a plus, but not required.

Self-starter with entrepreneurial drive and demonstrated ability to achieve goals in a fast-paced, dynamic environment.

Polished written and verbal communication skills; able to effectively interact and influence a diverse set of business partners and UHNW clients.

Collaborative team player, detail oriented with strong organizational skills.

Who We Are :

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 over 4,000 employees across 57 locations operating in 26 countries and jurisdictions.

At AB our ambition is simple : to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work.

Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.

If you're ready to challenge your limits and empower your career, join us!

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows : Base Salary Range : $100,000 to $125,000.

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

New York City, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee