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The AVP, Data Analytics will lead the creation and adoption of dashboards and reports across the business. Responsibilities include data exploration, automation of reporting, data visualization using BI tools, and collaboration with technology teams to support data infrastructure and quality. The role requires building insightful analyses and fostering data-centric decision-making among stakeholders.
The Private Wealth Associate collaborates with Financial Advisors to provide world-class client service, asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients. This role focuses on building relationships, ensuring client needs are met, and participating in a comprehensive training program to enhance investment knowledge and professional skills.
As a Regional Manager, you'll lead sales efforts by generating and nurturing relationships with financial advisors. You'll manage a sales region, focusing on growth while maintaining sales activity and budget. The role involves solving complex problems and supporting team members while embodying an independent working style.
The Wealth Advisor at Bernstein Private Wealth Management builds and maintains client relationships, offering customized financial advice and innovative solutions to high-net-worth individuals. They connect clients with the firm's resources and assist with complex wealth management challenges while embodying characteristics like entrepreneurial spirit, excellent interpersonal skills, and strong integrity.
The Client Group Operations & Reporting Analyst supports the Institutional Client Group by managing client inquiries, producing client reports, and ensuring compliance with regulatory requirements. Responsibilities include coordinating with various departments, executing client cash flow requests, and maintaining accurate client data. The role emphasizes excellent customer service and collaboration across global teams.
AO/Sales Associate role based in Miami, Florida, focusing on asset management sales and client servicing in the Offshore market. Responsibilities include developing sales strategies, making proactive sales calls, and conducting competitive analysis. Ideal candidate has a Bachelor's degree in Finance, Economics, or Marketing, bilingual in English and Spanish, and 3 years of financial industry experience.
Wealth Advisors at Bernstein Private Wealth Management advise high-net-worth clients, building lasting relationships and providing customized financial strategies that address complex wealth challenges, while focusing on clients' values and goals.
The Associate, Paralegal will provide paralegal support to the legal team, focusing on coordinating AML/KYC requests, drafting and processing legal documents, assisting with corporate secretarial duties, and executing legal documents as needed. They will also manage various ad hoc requests to ensure compliance and effective legal operations.
The Client Relationship Associate will provide assistance to shareholders, financial advisors, and investment professionals through an inbound call center. Responsibilities include answering calls, processing account transactions, conducting account research, and handling correspondence to ensure high-quality client service.
The VP/Risk Manager will lead error management and operational excellence initiatives within the Multi Asset and Hedge Fund Solutions team. Responsibilities include coordinating with various teams to address trading errors, conducting root cause analyses, and developing remediation strategies. The role requires strong project management skills and effective communication with senior management to raise awareness of risk areas and recommend process improvements.
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