AVP/Manager Private Wealth Client Services

We are seeking a Manager of Client Services to join Bernsteins 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 firms 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