Who You’ll Work With:
AB’s ongoing growth includes the expansion and strengthening of its Private Wealth Management efforts globally. In order to achieve our objectives, AB is looking to identify a Director, Inorganic Growth, to drive our strategic initiatives across all markets. This individual will support the firm’s inorganic growth strategy by assisting in research, analysis, deal execution and integration efforts to expand the firm’s capabilities. This role will report to the National Director, Ultra-High Net Worth and Innovation Initiatives and collaborate closely with the broader inorganic growth team.
What You’ll Do:
Assist in developing the inorganic growth strategy for Bernstein Private Wealth.
Maintain awareness of market trends, pricing, and competitive landscape.
Establish the ideal prospect profile (e.g., geography, product, or sector specialties) that aligns with organizational/business unit needs.
Utilize internal and external resources to execute the outbound sourcing process.
Aid in developing relationships with investment banks, advisors, and industry contacts.
Help to drive the valuation and transaction pricing process.
Partner with internal stakeholders to manage the due diligence and contracting process.
Maintain a project plan to track diligence progress by function and ensure satisfactory completion of diligence requirements.
Work with internal stakeholders to get diligence sign-off from subject matter experts.
Collaborate with the integration team to ensure a smooth transition from transaction execution to onboarding and integration.
What We’re Looking For:
4-7 years of experience in wealth management, investment banking, consulting, corporate development or another related field.
Strong analytical skills with experience in financial modeling, valuation and market analysis.
Familiarity with wealth management industry trends, particularly in RIA acquisitions.
Excellent communication and organization skills, with a strong attention to detail.
Ability to manage multiple projects simultaneously in a fast-paced environment.
Bachelors degree in finance, economics, business or a related field; MBA or CFA preferred.
Who We Are:
About AB
We 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 market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
Location: New York City
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $175,000-200,000
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off
People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria
New York, New York
