Posted:
3/19/2025, 5:00:00 PM
Location(s):
Connecticut, United States ⋅ Tampa, Florida, United States ⋅ Colorado, United States ⋅ Pennsylvania, United States ⋅ Miami, Florida, United States ⋅ Minneapolis, Minnesota, United States ⋅ Los Angeles, California, United States ⋅ Dallas, Texas, United States ⋅ Minnesota, United States ⋅ Florida, United States ⋅ Texas, United States ⋅ Stamford, Connecticut, United States ⋅ California, United States ⋅ Chicago, Illinois, United States ⋅ Boston, Massachusetts, United States ⋅ Massachusetts, United States ⋅ Denver, Colorado, United States ⋅ Illinois, United States ⋅ Philadelphia, Pennsylvania, United States
Experience Level(s):
Expert or higher ⋅ Senior
Field(s):
Business & Strategy ⋅ Sales & Account Management
Who You’ll Work With:
Within Bernstein’s Ultra High-Net-Worth (UHNW) group is the Family Engagement Strategies team, a dedicated group of professionals with experience and training in helping families explore the transfer of wealth-related values and knowledge, and link that to the technical decisions necessary for successful pre-transaction and post-transaction planning, trust & estate decision making and family governance. Through directed exercises, the team helps uncover what matters the most—and the least—to the families with whom we work. We then provide recommendations and share observations that turn aspirational priorities into actionable plans. Leveraging these facilitated conversations and family meetings, our experts ensure voices are heard, expectations are managed, and key findings are incorporated into strategic plans, including family governance structures, education programs, and wealth strategies.
What You’ll Do:
This team is looking for a VP/Director with specialized knowledge and experience advising individuals and families on multi-generational planning, family dynamics and family governance. This individual should have experience in active and empathetic listening, critical analysis, and strategic planning. Specifically, this individual will provide guidance and support to UHNW families using the tools and deliverables of the Engagement Team, including directing discovery exercises, crafting client action plans and moderating peer-to-peer discussions. This individual will also be responsible for sales team education, training and development in Engagement.
What We’re Looking For:
Responsibilities and Duties:
Qualifications:
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $150,000- $165,000. 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, benefits, year-end incentive compensation, and other incentives.
#BernsteinPWM
New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, FloridaWebsite: https://alliancebernstein.com/
Headquarter Location: New York, New York, United States
Employee Count: 1001-5000
Year Founded: 1967
IPO Status: Public
Industries: Asset Management ⋅ Financial Services ⋅ Wealth Management