Who You’ll Work With:
We are seeking a Private Wealth Coordinator for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The Coordinator will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships.
What You’ll Do:
-
Support multiple Financial Advisors.
-
Initiate and respond to client requests.
-
Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
-
Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
-
Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar.
-
General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
-
As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
-
Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.
-
Total compensation is competitive and comprised of base salary plus overtime.
What We’re Looking For:
The ideal candidate should have 1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.
-
Excellent verbal and written communication skills for heavy client interaction.
-
Effective interpersonal skills and flexibility to adapt to a variety of personalities.
-
Strong organizational skills and attention to detail.
-
Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.
-
Working knowledge of Microsoft Word, Excel and PowerPoint.
Desired Qualifications
-
Bachelor’s degree
-
Financial services industry experience
Who We Are:
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com
How We Invest in You:
AB’s purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They’re a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That’s why we’ve crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer:
- Competitive compensation offerings
- Retirement plans with matching employer contribution 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
AllianceBernstein
(AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community. If you're ready to innovate and grow your career, join us.
Colorado Equal Pay Act
The Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Base Salary Range: $55,000-$60,000. Actual base salaries may vary based on factors including but not limited to prior experience and past performance. The range listed is just one component of AB’s total compensation package for employees. Other rewards may include overtime, year-end incentive compensation, short- and long-term incentives, and department-specific awards. In addition, AB provides a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.
#BernsteinPWM
Denver, Colorado
Denver, Colorado
Similar Jobs
What you need to know about the Colorado Tech Scene
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
