Private Wealth Manager

About the Role

We are seeking a Manager of Client Services to join Bernstein's Private Wealth Management office in San Diego, CA. This position is responsible for managing all aspects of San Diego's Private Wealth Management sales support and client service functions.

Responsibilities

• Recruit, develop and manage multiple teams of Associates and Coordinators responsible for the support function of Financial Advisors and their clients
• Drive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development and feedback
• Partner with the Managing Directors and Financial Advisors to ensure continuity of business and client service excellence
• Implement procedures and department policies with teams
• Liaise with leadership in other business units (i.e. portfolio management, legal, operations, etc.) to drive results for clients
• Serve as a resource to Financial Advisors and teams regarding service-related inquiries and exceptions
• Manage operational, firm and client risk through due diligence and effective communication
• Review and approve various transactions and exceptions
• Oversee resource distribution and headcount

Requirements

• Knowledge of the Private Wealth Management business (services, procedures, etc.)
• Strong interpersonal, communication and leadership skills
• Ability to work well independently under pressure and as part of a team
• Bachelor’s degree
• Series 7 license
• 3+ years managerial experience

Desired Qualifications

• Series 9 and 10 license (must be obtained within six months of starting)

About the Company

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.

Location

San Diego, CA

Pay

Base Salary Range: $108,000-$117,000. 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 also include benefits, commissions, year-end incentive compensation, and other incentives depending on eligibility.