What are the responsibilities and job description for the VP/Director, Foundation & Institutional Advisory position at Bernstein Private Wealth Management?
Who You’ll Work With
The Foundation & Institutional Advisory group is a team of professionals focused on partnering with our clients to meet their specific needs through a comprehensive and customized suite of services. They partner with nonprofits of all types—working with fiduciaries at a variety of organizations (faith based, educational, governmental, environmental and animal, international, arts and culture, healthcare etc.) to develop a strategy that is structured for today’s investment environment, while remaining focused on the long-term mission.
What You’ll Do
This is a critical leadership role with significant career growth opportunity in an emerging and dynamic segment of the private wealth channel for AB.
This individual will lead development and growth of Bernstein’s FIA business in the greater New York and Northeast region. As a member of the national FIA leadership team, they will partner with local and regional leadership and advisor teams and other internal departments as necessary, to drive business development regionally and on additional FIA related initiatives as needed. In this capacity they will also directly generate leads and identify and lead strategic external partnerships to expand our reach and further penetrate our target of middle market nonprofits, associations, faith based institutions, foundations, and other philanthropic entities.
Key Aspects Of The Role Include
The ideal candidate will have a detailed knowledge of and network across the local nonprofit and broader philanthropic sector, and 5 years of relevant industry experience. Strong analytical, organizational, communication and leadership skills are essential. The candidate must thrive in a busy, deadline-driven environment and work well under pressure. They must be a highly motivated self-starter, able to work both independently and as part of a team and should have demonstrated success in managing many areas of responsibility at once. They should have a genuine interest in continued learning specific to the philanthropic sector, including knowledge and fluency as pertain to nonprofit and foundation investments. Proficient use in Microsoft Office Suite is expected, as is development of proficiency in salesforce.com and other required systems. Series 7 & 63 registrations preferred.
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 jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com
Salary Disclosure
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $225,000 to $250,000. 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, commissions, year-end incentive compensation, and other incentives.
#BernsteinPWM
New York, New YorkBoston, MA, Philadelphia, Pennsylvania, Stamford, Connecticut
The Foundation & Institutional Advisory group is a team of professionals focused on partnering with our clients to meet their specific needs through a comprehensive and customized suite of services. They partner with nonprofits of all types—working with fiduciaries at a variety of organizations (faith based, educational, governmental, environmental and animal, international, arts and culture, healthcare etc.) to develop a strategy that is structured for today’s investment environment, while remaining focused on the long-term mission.
What You’ll Do
This is a critical leadership role with significant career growth opportunity in an emerging and dynamic segment of the private wealth channel for AB.
This individual will lead development and growth of Bernstein’s FIA business in the greater New York and Northeast region. As a member of the national FIA leadership team, they will partner with local and regional leadership and advisor teams and other internal departments as necessary, to drive business development regionally and on additional FIA related initiatives as needed. In this capacity they will also directly generate leads and identify and lead strategic external partnerships to expand our reach and further penetrate our target of middle market nonprofits, associations, faith based institutions, foundations, and other philanthropic entities.
Key Aspects Of The Role Include
- Research, identify, manage pipeline, and lead partnerships with external industry leaders in the middle market foundations, nonprofits, and associations.
- Identify new opportunities and proactively learn the competitive landscape and offerings.
- Develop and drive a calendar of regional nonprofit, foundation, and philanthropy initiatives and events through effective partnerships with internal and external partners.
- Collaborate to create relevant content and materials and use existing resources to strengthen relationships with clients, prospects, and strategic partners.
- Present as a subject matter expert at industry events, act as a resource for advisors, and lead competitive sales processes.
- Identify areas for improving the competitive market position and recommend and implement strategies for enhancing effectiveness.
The ideal candidate will have a detailed knowledge of and network across the local nonprofit and broader philanthropic sector, and 5 years of relevant industry experience. Strong analytical, organizational, communication and leadership skills are essential. The candidate must thrive in a busy, deadline-driven environment and work well under pressure. They must be a highly motivated self-starter, able to work both independently and as part of a team and should have demonstrated success in managing many areas of responsibility at once. They should have a genuine interest in continued learning specific to the philanthropic sector, including knowledge and fluency as pertain to nonprofit and foundation investments. Proficient use in Microsoft Office Suite is expected, as is development of proficiency in salesforce.com and other required systems. Series 7 & 63 registrations preferred.
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 jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com
Salary Disclosure
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $225,000 to $250,000. 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, commissions, year-end incentive compensation, and other incentives.
#BernsteinPWM
New York, New YorkBoston, MA, Philadelphia, Pennsylvania, Stamford, Connecticut
Salary : $225,000 - $250,000
