Abglobal

Retirement Associate

New York, New York

Sponsorship not specified$80k-$86kDetected 30 days ago

ExcelResearchLeadershipCommunicationPublic Speaking

About the role

The Associate will work in a team environment supporting both the national small-market DC sales effort and the cash balance plan business for Bernstein Global Wealth Management, a unit of AllianceBernstein.
Specific responsibilities may include: - Serve as a resource for Defined Contribution questions that arise within the Private Client Department.

Responsibilities

Serve as a resource for Defined Contribution questions that arise within the Private Client Department. Maintain a strong working knowledge of ERISA regulations and the Defined Contribution industry.
Prospective Client responsibilities include but not limited to: i nteract with prospective clients, coordinate responses to RFPs, maintain client management database, distribute research communications and provide sales support to DC Financial Advisors across the country.
Plan Conversion responsibilities include but not limited to: partner with third party Recordkeepers and Administrators to ensure successful plan implementation, participate in regular conference calls between critical parties, gather data and documents from clients for account openings, coordinate asset transfer, and prepare plan enrollment materials.
Bernstein Global Wealth Management offers a full range of investment services designed to help affluent individuals and families preserve and enhance their wealth.
Financial Advisors help each of their clients design the best long-term investment plan, keeping them informed on an ongoing basis of our investment strategies and research.
i nteract with prospective clients, coordinate responses to RFPs, maintain client management database, distribute research communications and provide sales support to DC Financial Advisors across the country.
partner with third party Recordkeepers and Administrators to ensure successful plan implementation, participate in regular conference calls between critical parties, gather data and documents from clients for account openings, coordinate asset transfer, and prepare plan enrollment materials.

Requirements

Proficiency in Word and Excel are required.
Bernstein Global Wealth Management will sponsor required series SIE, 7 & 63 licenses.
Associates are required to take exams and pass within the first nine months of employment.

Nice to have

Two years of industry experience is preferred
however, relevant internships with demonstrated achievement will also be considered.
The ideal candidate should have a bachelor's degree in business, finance or economics with excellence in academics and strong leadership experience.

Skills

Candidates should also possess strong analytical and communication skills (both written and verbal).

Compensation

Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards.
$80,000 to $86,000.

Benefits

We are looking for a NY-based Private Client Retirement Plan Associate that will focus on both servicing Defined Contribution (DC) and Cash Balance (CB) existing and prospective clients.
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors.

Company info

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 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com
In accordance with Section 8-107(32) as set forth in the New York City Human Rights
Law, the minimum and maximum base annual salary for this role is as follows:
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.
Join us in pursuing insights that unlock opportunities.
Learn more at http://www.Bernstein.com
In accordance with Section 8-107(32) as set forth in the New York City Human Rights Law, the minimum and maximum base annual salary for this role is as follows: Base

Visa & Work Authorization

Bernstein Global Wealth Management will sponsor required series SIE, 7 & 63 licenses

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