Assistant Management Director Assistant Management Director …

Alliancebernstein L P
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Alliancebernstein L P
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Assistant Management Director
Managing Director Assistant San Francisco, California/en-US/alliancebernsteincareers/job/San-Francisco-California/Managing-Director-Assistant_R0004789/apply

Job Description:

We are seeking a Managing Director Assistant for Bernstein Private Wealth Management, a unit of AB. The MDA will work in a dynamic, trust-based partnership with the Managing Director to serve a broad range of external and internal clients’ needs while using considerable independent thought, judgment, and discretion to meet those needs. As a liaison between Financial Advisors, other internal contacts, as well as external clients, the MDA plays a vital role in our business. Duties are complex and confidential requiring the highest level of discretion and independent judgment

  • Duties are complex and confidential requiring the highest level of discretion and independent judgment
  • Assisting in ad-hoc reports special projects as needed often requiring independent discretion and follow-up
  • Scheduling meetings, appointments and travel plans to effectively and accurately manage the calendar
  • Coordinating complex, senior-level internal/external meetings and conference calls
  • Handling a high volume of phone calls from external clients as well as internal contacts
  • Providing general administrative duties including writing and editing correspondence, database maintenance, reconciling monthly expenses, filing, scheduling, faxing, and management reporting in a timely manner
  • Working directly with clients in all aspects of client servicing
  • Preparing presentations and reports for management, clients or prospects
  • Taking part in a team environment working toward a common goal of providing exceptional client service
  • Approximate Hours: 8:30 am - 5:30 pm. Flexibility to work overtime as workload demands change
  • Total compensation is competitive and comprised of base salary plus overtime and discretionary bonus

Initial training is primarily on-the-job, focusing on AB Private Wealth solutions, content, processes and systems.  Continuing education is designed to enhance job performance and improve knowledge of broad market issues, industry and economic trends, as well as enhanced knowledge of our services.

Job Qualifications:

  • Minimum 5 years of experience as a coordinator, administrative or executive support in a corporate or professional office with experience working alongside high-level professionals
  • Excellent verbal and written communication skills for frequent internal and external interaction
  • Ability to prioritize and execute tasks and projects in a dynamic, deadline-oriented environment
  • Self-starter with excellent anticipation skills, problem-solving, and follow-up
  • Attention to detail, ensuring reports, books and other client-facing materials are accurate
  • Effective interpersonal skills and flexibility to adapt to a variety of personalities
  • Creativity & ingenious approach to uncommon questions or tasks
  • Ability to perform a wide variety of tasks and flexibility to change focus quickly as demands change
  • Demonstrates a high degree of integrity, confidentiality, and dependability
  • Working knowledge of Microsoft Word, Excel and PowerPoint

Department Description:

Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed,  ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available".

San Francisco, CaliforniaPosted 12 Days AgoFull timeR0004789

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the globe. With over 3,700 employees across 51 locations operating in 25 countries, 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.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we want to support you in making your impact. If you're ready to challenge your limits and empower your career, join us!

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed,  ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. 

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