Manager, UHNW Services

Manager, UHNW Services page is loaded## Manager, UHNW Services locations:
Nashville, Tennessee time type:
Full time posted on:
Posted Todayjob requisition :
R0018009

Who You’ll Work With:

We are seeking entrepreneurial-minded individuals to join our Ultra-High Net Worth (UHNW) service team in our Nashville headquarters. UHNW Private Wealth Managers will work in client-facing roles supporting our most complex clients domestically & internationally. This role will require candidates to build upon their current skillset and provide unparalleled immersion into all aspects of the UHNW segment of the industry. This team offers an exciting and challenging opportunity to be a part of the build-out of a core strategic initiative that will frequently expose you to senior leadership, UHNW Advisors & clients from all backgrounds, such as athletes, entertainers, tech entrepreneurs and CEOs.

This team seeks to provide our clients an unparalleled service level that you will be integral in delivering. Along the way, you’ll be exposed to all areas of the client advice experience, including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, insurance and executive compensation.

What You’ll Do:

We are seeking a
** manager
* * to join our UHNW Servicing Team. This position is responsible for helping manage aspects of the sales support and client service functions. Key responsibilities include the following:
* Oversight of Team (50%):
** Responsible for implementing firm policies through day-to-day oversight of team in supervisory capacity
* Review new PCA/PCC work
* Act as first point of escalation in dealing with complex matters and errors
* Provide on-going feedback to direct reports and conduct mid-year and formal year-end reviews
* Be responsible for formal training of newer team members, taking part in feedback calls with training group and delivering feedback and role plays
* Participation with Team (25%):
** Partner with Relationship Managers and Financial Advisors to provide the highest level of service and support for our UHNW client segment throughout the client lifecycle – from prospecting to onboarding to servicing
* Be client-facing as they work alongside other members of the UHNW Associate team to deliver exceptional service through frequent interactions directly with clients, as well as their representatives and professional partners, including analyses, account maintenance and preparation ahead of meetings
* Exposure to and networking with senior professionals throughout the firm to fuel career success and progression
* Additional (25%):
** Develop, manage and support the use of Salesforce reports and Dashboards across the UHNW team
* Develop, maintain and execute strategy to continuously monitor UHNW data quality and integrity
* Coordinate and manage the logistics of onboarding new client relationships to the team
* Ensure the continued evolution of UHNW team processes and technology adoption to create and maintain consistency and efficiency across advisor bases and relationship manager partnerships
* Potentially support the evolution of Bernstein Advisory Services

What We’re Looking For:

Ideal candidate should have a detailed knowledge of the Private Wealth Management business (services, procedures, wealth planning, etc.). The ideal candidate also:
* Possesses strong interpersonal, communication and leadership skills
* Can work independently under pressure and as part of a team
* Has a bachelor’s degree and is SIE, Series 7, and 63 licensed
* Has 3+ years of wealth management experience and/or 3+ years of managerial experience

Manager should consider becoming Series 9 and 10, or 24 licensed.

Who We Are:

About ABWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the…