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:
- Facilitate family meetings and engagement exercises to allow for the sharing of family values, priorities, philanthropic goals, and family dynamics issues.
- Help clients and prospective clients navigate complex issues surrounding moments of transition. Expertise in advising family businesses, succession planning and family enterprise governance is a plus.
- Craft, implement and manage engagement strategy action plans, and guide families in the creation of governance structures and documents.
- Author thought leadership research and partner with sales and marketing leaders to launch research to clients and professional partners.
- Craft and implement education programs to aid in the leadership and stewardship development of rising generations.
- Share domain expertise internally with Private Wealth Management teams across the country to educate and promote fluency in key markets.
Qualifications:
- BS/BA degree is required. Additional certifications or degrees which could include a CFA/CFP, governance certifications, Ph.D., J.D., or other Masters degree, or equivalent work experience a plus.
- An additional certification (21/64, Family Firm Institute, CFA/CFP etc.) a plus – or willingness to acquire within 12-18 months.
- 8-10 years of professional experience with UHNW clients in client service, planning and/or wealth management.
- Experience in the financial services industry is a plus, but not required.
- Foreign language skills are a plus, but not required.
- Self-starter with entrepreneurial drive and demonstrated ability to achieve goals in a fast-paced, dynamic environment.
- Polished written and verbal communication skills; able to effectively interact and influence a diverse set of business partners and UHNW clients.
- Collaborative team player, detail oriented with strong organizational skills.
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.
Location:
Atlanta, Georgia, Boston, Massachusetts, Chicago, Illinois, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, New York, New York, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida
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, Florida
