Field incoming calls from clients and professional partners.
Lead and support cross‑functional projects and initiatives, including planning, coordination, tracking deliverables, and ensuring timely execution.
Conduct independent research and analysis, synthesize information, and prepare clear summaries or recommendations to support executive and business decision‑making.
Prepare, analyze, and maintain high‑quality presentations, reports, spreadsheets, and materials for management reviews, client meetings, and other senior‑level forums.
Support business management activities such as organizational planning, maintaining reporting, and operational documentation.
Act as a liaison across departments to facilitate information flow, interpret and apply policies or guidelines, and coordinate initiatives on behalf of senior leaders.
Handle matters of a highly confidential and critical nature, exercising sound judgment and maintaining strict discretion.
Manage multiple priorities and timelines simultaneously, identifying opportunities to improve processes, strengthen controls, and enhance operational efficiency.
Navigate the firm effectively by interfacing with internal partners (e.g., Legal, People, Compliance, Technology) and external contacts and vendors.
Provide guidance and informal mentorship to junior administrative staff and contribute to a collaborative, high‑performing team environment.
What We’re Looking For
Experience and Education
5 - 7 years of progressively responsible administrative, executive support, or business operations experience, preferably within an investment management or professional services environment.
Demonstrated experience supporting senior‑level leaders and managing complex, high‑visibility responsibilities with a high degree of independence.
Bachelor’s degree required or an equivalent combination of education and relevant experience.
Skills and Competencies
Strong judgement and critical thinking skills, with the ability to anticipate issues and develop practical solutions.
Proven ability to independently prioritize and execute multiple complex tasks and projects in a fast‑paced, deadline‑driven environment.
Exceptional organizational, planning, and execution skills, with superior attention to detail and consistent follow-through.
Clear and concise written and verbal communication skills, with comfort interacting with senior stakeholders, clients, and external partners, demonstrating a client experience mindset.
High level of professionalism, integrity, and discretion when handling sensitive information.
Demonstrated project management capability, including tracking milestones and driving outcomes.
Ability to build strong working relationships and collaborate with the service team to deliver comprehensive solutions and support for UHNW clients.
Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce, reporting, or collaboration tools preferred.
Ability to adapt quickly, manage ambiguity, and maintain composure under pressure.
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 over $600 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com
NY SPECIFIC: In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $90,000- $110,000. 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, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.
How We Invest in You
AB’s purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They’re a foundation of our culture, which empowers all of us to be our complete selves – and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity – Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That’s why we’ve crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer:
Competitive compensation offerings
Retirement plans with matching employer contribution and no fees on core investments
A holistic employee benefit package to support your and your family’s health and wellness
Flexible time off
Hybrid work model
Mentoring Programs
- #BernsteinPWM
- New York, New York
