AVP/Manager Private Wealth Client Services

Company Description

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

Job Description

We are seeking a Manager of Client Services to join Bernstein's Private Wealth Management office in Pune, India.

Who We Are Looking For

The Pune office is looking for a leader who is interested in a dynamic and cross-functional leadership role. This individual is genuinely interested in:

• Coaching and developing Operations Associates in their careers,
• Understanding the Bernstein offering and how to execute these complex strategies,
• Ensuring client experience excellence,
• Providing proper financial stewardship of the firm's clients' assets, and
• Positively driving a diverse, equitable and inclusive office culture, along with our prestige brand recognition.
  
  

The Purpose Of The Role

The purpose of the Private Wealth Manager role is to provide passionate and responsible stewardship of employees, client experience, policies and procedures, and business strategies that lead to continuous growth and success.

What The Role Entails

• Recruit, develop and manage multiple teams of Operations Associates responsible for the support function of Wealth Advisors and their clients
• Drive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development and feedback
• Partner with the Client Service Managers to ensure continuity of business and client service excellence
• Implement procedures and department policies with teams
• Liaise with leadership in other business units (i.e. portfolio management, legal, operations, etc.) to drive results for clients
• Serve as a resource to Client Service Managers and their teams regarding service-related inquiries and exceptions
• Manage operational, firm and client risk through due diligence and effective communication
• Review and approve various transactions and exceptions
• Oversee resource distribution and headcount
  
  

Job Qualifications

Ideal candidate should have knowledge of the Private Wealth Management business (services, procedures, etc.). The ideal candidate also:

• Possesses strong interpersonal, communication and leadership skills
• Works well independently under pressure and as part of a team
• Have a bachelor’s degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience
• 7+ years overall and 3+ years of managerial experience
  
  

Department Description

Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future. Our advisors serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Each client is supported by a team of specialists aligned with his or her values and needs. Together, we make clients’ dreams and destination and vision a reality, charting a course that reveals opportunities, forges deep alliances, and indelibly impacts the world they’ve made.

Location : Pune, India.

Pune, India