Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. 

We are seeking an individual to fill an Associate role on the Estate Administration Team based in our Nashville headquarters. This role offers an exciting and challenging opportunity to be on the forefront of an important strategic initiative that will provide national exposure across our Private Wealth Management business. The Estate Admin Team Associate will be a part of a centralized team specializing in estate administration for private wealth clients across all Bernstein Private Wealth offices, and they will partner with the local sales and service team to manage the entire process from beginning to end.

Their expertise will be key to ensuring clients experience a smooth transition during an often difficult and confusing time in their lives.

Key responsibilities include the following: 

Guide clients through estate administration for assets at Bernstein and outside of Bernstein

Coordinate client authorization for all estate-related transactions: account openings & closings, asset transfers & distributions, portfolio allocations, cost basis updates, etc.

Partner with Legal and IRA Specialists to interpret trusts, wills, letters testamentary, power of attorney agreements, court documents, etc.

Communicate directly with beneficiaries’ attorneys and accountants

Build trust & creditability with colleagues and teams across our business to uphold client service excellence

Prepare and present consultative observations & updates to senior management

Opportunity to earn additional certifications in estate administration (e.g. Chartered Trust and Estate Planning (CTEP), Certified Trust and Fiduciary Advisor (CTFA), etc.)

Our Comprehensive Development Program

Associates will participate in a robust and comprehensive training program – The Associate Development Program. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program include:

In-depth industry training on proprietary investments, services, policies and procedures

Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies

A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience

Behavioral training geared toward the development of communication, leadership, and other professional skills

Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Job Qualifications

We are looking for team players who thrive in a rigorous and challenging environment for their career development. The ideal candidate:

Possesses strong interpersonal, communication, and leadership skills

Can work independently under pressure and as part of a team

Is client-focused, detail-oriented, and proactively exhibits a sense of urgency to meet business needs

Has the following qualifications:

Bachelor’s degree with excellence in academics

1+ years financial services industry experience

FINRA licenses: SIE, Series 7 and Series 63

Proficiency in Word and Excel

Location

Nashville, TN

Company Overview

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

To learn more Our Purpose and What We Stand for, visit us at www.bernstein.com/our-story/overview.html

How to Apply 

Please apply through the AB Careers website at www.abglobal.com/careers. Click the Job Search tab, type “Associate – Estate Admin Team” in the Search by Keyword field then filter by State/Province.