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Private Wealth Associates at Bernstein Private Wealth Management provide exceptional client service, support Financial Advisors, and help build client relationships. They offer asset allocation recommendations and portfolio analytics to high-net-worth clients while participating in a comprehensive training program to develop their skills and knowledge in investment management and client service.

The Fund Administration Manager oversees a group of pooled vehicles, ensuring accuracy in team deliverables, managing external partners, assisting in audits, and ensuring compliance with regulatory requirements. The role involves team leadership, providing guidance, and initiating process improvements to enhance operational efficiency.

The Technical Product Adoption Specialist is responsible for managing product adoption plans, curating content, delivering end user training, and facilitating communication between business users and engineering teams. The role also includes developing analytics to measure product usage and driving user adoption initiatives.

The role involves collaborating with business units to ensure legal and regulatory compliance, managing competing priorities, and providing guidance on regulatory requirements, all while enhancing the firm's culture of compliance through teamwork and innovation.

The Fund Disclosure Specialist is responsible for creating investment reports and disclosure documents for both domestic and offshore funds, ensuring compliance with laws and regulations, managing schedules, liaising with contractors and relevant departments, and handling documentation. They also work on prospectuses and related marketing materials as needed.

The RIA Associate collaborates with Relationship Managers to support client service functions, managing projects related to RFPs, product management, and marketing. Key responsibilities include leveraging databases for prospect lists, executing client engagement campaigns, managing client deliverables, and maintaining CRM information. Strong organizational and communication skills are essential as well as project management expertise.

The Investment Guideline Compliance Analyst will ensure investment guideline compliance for Fixed Income, Equity, and Multi-Asset portfolios, interpreting guidelines and coding rules into compliance systems. The role involves communicating with internal and external clients, performing data integrity checks, producing reports, and managing client investment guidelines effectively.