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Senior Wealth Advisor
2 months ago
We are seeking a seasoned professional to join our Private Wealth Management team as a Private Wealth Management Leader. This individual will be responsible for providing exceptional leadership and guidance to our team, ensuring that our clients receive the highest level of service and support.
Key Responsibilities- Partner with our Managing Directors and Wealth Advisors to develop and implement strategies that drive business growth and client satisfaction.
- Recruit, develop, and manage a team of Associates and Coordinators to provide exceptional wealth management services to our clients.
- Drive a positive and inclusive office culture, fostering a collaborative and supportive environment that encourages professional growth and development.
- Provide strategic direction and oversight to ensure that our clients' needs are met and exceeded.
- Collaborate with our supporting business units to drive impactful results and deliver exceptional client experiences.
- Develop and implement diversity, equity, and inclusion initiatives to promote a culture of belonging and respect.
- Proven leadership experience in the financial industry, with a strong track record of driving business growth and client satisfaction.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and stakeholders.
- Strong analytical and problem-solving skills, with the ability to navigate complex business challenges and develop effective solutions.
- Bachelor's degree and relevant professional certifications (e.g. Series 7 and 63 licenses).
- 3+ years of experience in a leadership role, with a strong understanding of the Private Wealth Management business.
AllianceBernstein is a global investment management firm that serves as a trusted advisor to some of the world's most astute investors. We provide innovative research, sophisticated modeling, and cutting-edge investment solutions to help our clients achieve their financial goals. Our team of dedicated professionals is committed to delivering exceptional client service and support, and we are seeking a talented individual to join our team as a Private Wealth Management Leader.
