Who You’ll Work With:
We are seeking entrepreneurial-minded individuals to join our Ultra-High Net Worth (UHNW) service team in our Nashville headquarters. UHNW Private Wealth Managers will work in client-facing roles supporting our most complex clients domestically & internationally. This role will require candidates to build upon their current skillset and provide unparalleled immersion into all aspects of the UHNW segment of the industry. This team offers an exciting and challenging opportunity to be a part of the build-out of a core strategic initiative that will frequently expose you to senior leadership, UHNW Advisors & clients from all backgrounds, such as athletes, entertainers, tech entrepreneurs and CEOs. This team seeks to provide our clients an unparalleled service level that you will be integral in delivering. Along the way, you’ll be exposed to all areas of the client advice experience, including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, insurance and executive compensation.
What You’ll Do:
We are seeking a manager to join our UHNW Servicing Team. This position is responsible for helping manage aspects of the sales support and client service functions. Key responsibilities include the following:
Oversight of Team (50%):
Responsible for implementing firm policies through day-to-day oversight of team in supervisory capacity
Review new PCA/PCC work
Act as first point of escalation in dealing with complex matters and errors
Provide on-going feedback to direct reports and conduct mid-year and formal year-end reviews
Be responsible for formal training of newer team members, taking part in feedback calls with training group and delivering feedback and role plays
Participation with Team (25%):
Partner with Relationship Managers and Financial Advisors to provide the highest level of service and support for our UHNW client segment throughout the client lifecycle – from prospecting to onboarding to servicing
Be client-facing as they work alongside other members of the UHNW Associate team to deliver exceptional service through frequent interactions directly with clients, as well as their representatives and professional partners, including analyses, account maintenance and preparation ahead of meetings
Exposure to and networking with senior professionals throughout the firm to fuel career success and progression
Additional (25%):
Develop, manage and support the use of Salesforce reports and Dashboards across the UHNW team
Develop, maintain and execute strategy to continuously monitor UHNW data quality and integrity
Coordinate and manage the logistics of onboarding new client relationships to the team
Ensure the continued evolution of UHNW team processes and technology adoption to create and maintain consistency and efficiency across advisor bases and relationship manager partnerships
Potentially support the evolution of Bernstein Advisory Services
What We’re Looking For:
Ideal candidate should have a detailed knowledge of the Private Wealth Management business (services, procedures, wealth planning, etc.). The ideal candidate also:
Possesses strong interpersonal, communication and leadership skills
Can work independently under pressure and as part of a team
Has a bachelor’s degree and is SIE, Series 7, and 63 licensed
Has 3+ years of wealth management experience and/or 3+ years of managerial experience
Manager should consider becoming Series 9 and 10, or 24 licensed.
Who We Are:
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, 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!
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
People of color, women, and those who identify as 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. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
Nashville, Tennessee