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About the Role

We are seeking a Private Client Retirement Plan Associate based in New York to service existing and prospective Defined Contribution (DC) and Cash Balance (CB) clients. This role supports both the national small-market DC sales effort and the cash balance plan business for Bernstein Global Wealth Management, a unit of AllianceBernstein. The Associate will analyze financial information for investment strategies, assist with account setup for cash balance plans, and coordinate with outside custodians.

Responsibilities

Serve as a resource for Defined Contribution questions within the Private Client Department.
Maintain a strong working knowledge of ERISA regulations and the Defined Contribution industry.
Interact with prospective clients.
Coordinate responses to RFPs.
Maintain client management database.
Distribute research communications.
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.
Prepare plan enrollment materials.
Open/close accounts.
Process cash flows.
Prepare client reports and regular due diligence.
Provide prudent investment advice to Defined Contribution plan participants.
Prepare marketing presentations.
Provide general troubleshooting in response to client inquiries.

Requirements

Bachelor’s degree in business, finance or economics with excellence in academics and strong leadership experience.
Two years of industry experience preferred; relevant internships with demonstrated achievement will also be considered.
Client-focused and detail-oriented.
Strong ability to multi-task and work under pressure in a fast-paced atmosphere.
Strong analytical and communication skills (both written and verbal).
Proficiency in Word and Excel required.
Accomplished team players who seek a rigorous and challenging environment for career development.
Associates are required to take exams and pass within the first nine months of employment.

Skills

Defined Contribution (DC)
Cash Balance (CB)
Client Servicing
Financial Analysis
Investment Strategies
Account Setup
ERISA Regulations
RFP Response
Client Management Database
Research Communication
Sales Support
Plan Implementation
Asset Transfer
Plan Enrollment
Investment Advice
Marketing Presentations
Troubleshooting
Microsoft Word
Microsoft Excel

Location

New York, New York

Work Type

Full-time

Experience Level

2 years of industry experience preferred

Education Level

Bachelor's degree in business, finance or economics

Salary/Compensations

$80,000 to $86,000

Benefits

Health insurance coverage
Employee wellness program
Life and disability insurance
Retirement savings plan
Paid holidays
Sick and vacation time off
Sponsorship for required series SIE, 7 & 63 licenses

About the Company

Bernstein Global Wealth Management offers a full range of investment services designed to help affluent individuals and families preserve and enhance their wealth.
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.
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.
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe.
With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work.

Equal Opportunity

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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
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.