• Job Description

  Req#: R0016152

  What You’ll Do:

  We are seeking a Coordinator to support the Investment and Wealth Strategies team within Bernstein Private Wealth Management, a unit of AB. The Coordinator will work in a dynamic, trust-based partnership with multiple Senior Investment Strategists, providing seamless assistance and coordination with team members across various offices nationally. This role requires the ability to juggle and execute tasks across multiple executives effortlessly, ensuring smooth operations and communication. Additionally, the Coordinator will assist in ad-hoc reports and special projects as needed, requiring a high level of detail and follow-up.

  What We’re Looking For:

  The ideal candidate should have:

  • Exceptional organizational skills to effectively and accurately manage the calendars of five Investment Strategists, including scheduling external client meetings, internal appointments, and travel plans.

  • Proactive problem-solving abilities to anticipate the needs of executives and manage tasks and responsibilities without explicit direction, demonstrating a high level of initiative and self-motivation.

  • Discretion and confidentiality in handling complex and sensitive duties.

  • Coordination skills to organize senior-level internal/external meetings, webinars, and conference calls seamlessly.

  • Administrative proficiency to perform general duties in a timely manner, including preparing and revising correspondence, maintaining databases, reconciling monthly expenses, and managing reporting.

  • Attention to detail in assisting with ad-hoc reports and special projects, ensuring thorough follow-up.

  • Team-oriented mindset to contribute to a common goal of providing exceptional client service, including training new team members.

  • Flexibility and adaptability to serve as a resource for other Coordinators, easily taking on responsibilities for others when needed (e.g., when a colleague is out of office).

  • Strong relationship-building skills to develop trust and reliability with senior leaders as a capable partner.

  • Work the Approximate Hours of: 8:30 a.m.–5 p.m. Flexibility to work overtime as workload demands change

  • Initial training is primarily on-the-job, focusing on Bernstein solutions, content, processes and systems. Continuing education is designed to enhance job performance and improve knowledge of the capital markets, industry and economic trends, as well as enhanced knowledge of our services. Total compensation is competitive and comprises base salary plus overtime and discretionary bonus.

  Who You’ll Work With:

  The Investment Strategy team is a senior and highly impactful group within the Private Client Group. It currently comprises 14 Senior Investment Strategists, with 5 based in New York, 1 in Washington D.C., 2 in Miami, 1 in Chicago, 1 in Dallas, 1 in San Francisco, 1 in San Diego, and 1 in Los Angeles. The team is supported by 4 Quantitative Analysts, 2 Manager Research Associates, a Fixed Income Specialist, and 2 Investment and Product Analysts.

  The Investment Strategy Team is dedicated to enhancing the Investment Platform, driving Commercial Impact, and improving Brand Communication. As an Investment Strategist Senior Coordinator, you will play a critical role in supporting the Investment Strategists by removing obstacles and enabling them to perform their job effectively.
  

  Who We Are:

  Bernstein Private Wealth Management has been advising ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. The firm offers the best of both worlds: the refined approach of a boutique coupled with the expansive resources of AllianceBernstein, providing expertise in investment management and wealth planning advice, plus innovative research, sophisticated modeling, and cutting-edge investment solutions. As a leading wealth and investment manager, Bernstein has the independence and financial strength to operate in our clients’ best interests through all cycles. The hundreds of experts that the firm employs—along with their collective tenure in the industry and at the firm—are a testament to that commitment today. Bernstein’s culture is the sum of its experience, its people, and its shared drive to pursue insight that unlocks opportunities. Headquartered in Nashville, Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world with over 4,000 employees across 52 cities in 26 countries and jurisdictions. Please visit our website at http://www.bernstein.com to learn more.

  How We Invest in Our People:
  To be the most trusted investment firm in the world, we trust our people. The excellence of our teams gives us a competitive edge and drives our personalized wealth management approach, offering dedicated white-glove service. We foster intellectual curiosity, innovation, and collaboration, creating 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. Our shared values define our work: we invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity—always! That's why we've crafted a competitive benefits package with a holistic approach to employee well-being. Here are a few highlights of what we offer:

  • Competitive compensation

  • Retirement plans with matching employer contributions and no fees on core investments

  • A holistic employee benefit package to support your and your family’s health and wellness

  • Flexible time off

  • Hybrid work model

  • Mentoring programs

  In accordance with applicable law, the minimum and maximum base annual salary for this role is $60,000 to $65,000 annually. 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.

  Nashville, Tennessee

• About the company

  AllianceBernstein's headquarters are located in New York City, though the firm is in the process of relocating to Nashville, Tennessee; the firm also has locations throughout the world.

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