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Associate - Estate Admin Team
mid · Other
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 Associate to join the Estate Administration Team in our Nashville headquarters. This role offers an exciting and challenging opportunity to bring your experience to a growing strategic initiative and gain national exposure within our Private Wealth Management business. The Estate Admin Team Associate will be part of a centralized team specializing in estate administration for private wealth clients across the country, partnering with local sales and service teams 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:
Lead both client and support team meetings to discuss estate administration requirements, timelines, and provide clear guidance as main point of communication throughout process.
Coordinate client authorization and execute all estate-related transactions: account openings & closings, asset transfers & distributions, portfolio allocations, cost basis updates, etc.
Conduct detailed research on deceased clients’ Bernstein accounts and relationships to identify key considerations and map out subsequent steps in the estate admin process
Serve in advisory capacity with associates and advisors to answer ad hoc questions, create process roadmaps, and present research findings
Partner with internal legal and retirement account specialist teams to interpret trusts, wills, letters testamentary, designation of beneficiary forms, court documents, etc.
Identify areas of inefficiency in the estate admin process and proactively drive solutions
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.)
Job Qualifications
The ideal candidate should have prior experience in private wealth management, or a similar private client environment, along with the ability to quickly develop detailed knowledge of Bernstein's services, procedures, and products.
Experience in trust and estate services is strongly preferred.
The ideal candidate also:
Possesses strong interpersonal, communication, and leadership skills
Is comfortable leading thoughtful conversations with clients during emotional life events
Can work independently under pressure and as part of a team
Is highly proactive and exhibits a sense of urgency to meet business needs
Has a demonstrated track record of strong performance in prior roles
Has a Bachelor’s degree and is SIE, Series 7 and Series 63 licensed
Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). 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
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 4,300 employees across 52 locations in 26 countries and over $785 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com
To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html
Nashville, Tennessee