Retirement Associate

About the role

We are looking for a NY-based Private Client Retirement Plan Associate focusing on servicing Defined Contribution (DC) and Cash Balance (CB) existing and prospective clients. This role supports both the national small-market DC sales effort and the cash balance plan business for Bernstein Global Wealth Management, a unit of AllianceBernstein.

Responsibilities

• Serve as a resource for Defined Contribution questions within the Private Client Department.
• Maintain a strong working knowledge of ERISA regulations and the Defined Contribution industry.
• Potential Client responsibilities include interacting with prospective clients, coordinating responses to Request for Proposals (RFPs), maintaining a client management database, distributing research communications, and providing sales support to DC Financial Advisors across the country.
• Plan Conversion responsibilities involve partnering with third-party recordkeepers and administrators to ensure successful plan implementation, participating in regular conference calls, gathering data and documents from clients for account openings, coordinating asset transfers, and preparing plan enrollment materials.
• Client Servicing responsibilities include opening and closing accounts, processing cash flows, preparing client reports, conducting regular due diligence, providing prudent investment advice to Defined Contribution plan participants, preparing marketing presentations, and responding to client inquiries.

Requirements

The ideal candidate should have a bachelor’s degree in business, finance, or economics with excellent academic performance and strong leadership experience. Two years of industry experience is preferred; however, relevant internships with significant achievements will also be considered. The candidate should be client-focused, detail-oriented, able to multitask, and work under pressure in a fast-paced environment. Strong analytical and communication skills (both written and verbal) are essential, along with proficiency in Word and Excel.

Qualifications

• Bachelor’s degree in business, finance, or economics.
• Two years of industry experience preferred; relevant internships with significant achievements will be considered.
• Client-focused and detail-oriented with strong multi-tasking and pressure handling abilities.
• Strong analytical and communication skills (written and verbal).
• Proficient in Word and Excel.

Skills

• Strong understanding of ERISA regulations and Defined Contribution industry.
• Excellent interpersonal and communication skills.
• Ability to manage multiple tasks simultaneously.
• Detail-oriented and organized.
• Proficiency in Microsoft Office Suite.

Benefits

At Bernstein Global Wealth Management, we offer a comprehensive benefits package including:

• Health insurance coverage.
• An employee wellness program.
• Life and disability insurance.
• A retirement savings plan.
• Paid holidays, sick and vacation time off.

Pay

Base Salary Range: $80,000 to $86,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors.

Schedule

Full-time position.