Private Wealth Senior Administrative Associate
$90k - $110kAlliance Bernstein
Who You’ll Work With:Bernstein Senior Administrative Associates are client service professionals and trusted business partners who work closely with Senior Executives, Wealth Advisors, and cross‑functional stakeholders. In collaboration with these groups, they help support and advance business priorities across the Private Wealth Management Platform. This role partners closely with senior leaders and internal teams to enable informed decision‑making, ensure disciplined execution, and support both day‑to‑day operations and longer‑term initiatives in a dynamic environment.What You’ll Do:The Senior Administrative Associate provides senior‑level administrative, operational, and project support requiring strong judgment, critical thinking, and the ability to anticipate business needs. The role operates in a fast‑paced, trust‑based environment and emphasizes strategic partnership, independent decision‑making, and ownership of complex, high‑visibility workstreams. Responsibilities include:Partner closely with senior leaders to proactively manage priorities, anticipate needs, and enable effective use of executive time.Manage complex and dynamic calendars, coordinate travel, and oversee logistics with accuracy, discretion, and diplomacy.Coordinate complex senior‑level internal and external meetings, conference calls, and events, including preparation of agendas, materials, and follow‑up on action items.Lead and support cross‑functional projects and initiatives, including planning, coordination, tracking deliverables, and ensuring timely execution.Conduct independent research and analysis, synthesize information, and prepare clear summaries or recommendations to support executive and business decision‑making.Prepare, analyze, and maintain high‑quality presentations, reports, spreadsheets, and materials for management reviews, client meetings, and other senior‑level forums.Support business management activities such as organizational planning, maintaining and updating organizational charts, reporting, and operational documentation.Act as a liaison across departments to facilitate information flow, interpret and apply policies or guidelines, and coordinate initiatives on behalf of senior leaders.Handle matters of a highly confidential and critical nature, exercising sound judgment and maintaining strict discretion.Manage multiple priorities and timelines simultaneously, identifying opportunities to improve processes, strengthen controls, and enhance operational efficiency.Navigate the firm effectively by interfacing with internal partners (e.g., Legal, People, Compliance, Technology) and external contacts and vendors.Provide guidance and informal mentorship to junior administrative staff and contribute to a collaborative, high‑performing team environment.Maintain flexibility to support business needs, including availability outside standard business hours when required.What We’re Looking For:Experience and Education5 - 7 years of progressively responsible administrative, executive support, or business operations experience, preferably within an investment management or professional services environment.Demonstrated experience supporting senior‑level leaders and managing complex, high‑visibility responsibilities with a high degree of independence.Bachelor’s degree required or an equivalent combination of education and relevant experience.Skills and CompetenciesStrong judgement and critical thinking skills, with the ability to anticipate issues and develop practical solutions.Proven ability to independently prioritize and execute multiple complex tasks and projects in a fast‑paced, deadline‑driven environment.Exceptional organizational skills, attention to detail, and follow‑through.Clear and concise written and verbal communication skills, with comfort interacting with senior stakeholders, clients, and external partners.High level of professionalism, integrity, and discretion when handling sensitive information.Demonstrated project management capability, including tracking milestones and driving outcomes.Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce, reporting, or collaboration tools preferred.Ability to adapt quickly, manage ambiguity, and maintain composure under pressure.Who We Are: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 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.Join us in pursuing insights that unlock opportunities. Learn more at In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $90,000- $110,000. 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, benefits, year-end incentive compensation, and other incentives.How We Invest in You:AB’s purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They’re a foundation of our culture, which empowers all of us to be our complete selves – and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity – Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That’s why we’ve crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer:Competitive compensation offeringsRetirement plans with matching employer contribution and no fees on core investmentsA holistic employee benefit package to support your and your family’s health and wellnessFlexible time offHybrid work modelMentoring Programs#BernsteinPWMNew York, New YorkNew York, New YorkSummaryLocation: New York, New YorkType: Full time
$90k - $110k
...Senior Administrative Associate Who You'll Work With: Bernstein Senior Administrative Associates are client... ...work closely with Senior Executives, Wealth Advisors, and cross-functional... ...advance business priorities across the Private Wealth Management Platform. This role...SeniorPrivateWork at officeFlexible hours- JPMorganChase is seeking a Vice President, Private Wealth Planner to join its Wealth Management team in New York. The role involves providing customized financial planning and wealth management advice to clients and working collaboratively with the client service team....SeniorPrivate
- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role emphasizes collaboration with regional PWA teams, strong quantitative and qualitative analysis, and...SeniorPrivate
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorPrivateWork at office
- Golub Capital’s Private Wealth Americas team seeks a driven professional to support external sales distribution of Golub Capital products. You will partner with wholesalers, conduct outbound outreach, qualify advisor relationships, and manage pipeline with a focus on Gold...SeniorPrivate
- ...art gallery on the Upper East Side. Role Overview As a Senior Wealth Advisor for Masterworks Advisers, you will be responsible for... ...Required ~7+ years of experience in financial advising, private banking, or alternative investments, or similar relationship-driven...SeniorPrivateAfternoon shift
- Role Overview Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating... ...client sophistication of Fortune 500 asset managers and large private wealth institutions. Contributors design enterprise wealth...SeniorPrivate
$90k - $110k
...Senior Administrative Associate Harrison Gray Search is proud to partner with a premier global investment management firm to identify a high-... ...Administrative Associate. Our client is a leader in the private wealth space, known for its sophisticated research, innovative...SeniorPrivateWork at office$200k - $260k
...about CIBC, please visit CIBC.com What you’ll be doing As a Senior Wealth Strategist, you are responsible for supporting and working... ...clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will help...SeniorPrivateRemote work$90k - $110k
...Senior Administrative Assistant Blue Owl is a leading asset manager that... ...we provide businesses with private capital solutions to drive... ...Vice Presidents, and Senior Associates Manage complex calendars... ...and internal teams (Private Wealth, Institutional Capital, Marketing...SeniorPrivatePermanent employmentTemporary workInternshipWork at officeRemote workMonday to ThursdayFlexible hours- A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over...SeniorPrivate
$211.28k - $316.92k
...-07-13Location: New York, New York, United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi...SeniorPrivateFull time- Cohen & Steers, based in New York, seeks a Senior Associate, Internal Advisor Consultant to support financial advisors nationwide. You will... ...business development across mutual funds, SMAs, Closed End Funds, private vehicles, and CITs. The role requires 2-3 years' experience...SeniorPrivate
$108.8k - $117.5k
...Senior Analyst - BCG Vantage, Financial Institutions - Wealth Management - New York, United States of America Who We Are Boston Consulting Group partners with... ...with a focus on the U.S. wealth management/private banking sector required; candidates who served as...SeniorPrivateWork at officeLocal areaFlexible hoursShift work$350k
...regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust... ...Island or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with... ...degree with 7+ years' experience in the wealth management industry as either a Financial...SeniorPrivate$117k - $175k
...existing clients in partnership with a private bank credit team. Key responsibilities include... ...on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter... ...:•Bachelor’s degree in business administration, finance, accounting or economics preferred...SeniorPrivateFull timeBank staffWork at officeDay shift- ...travel, preparing documents, and handling confidential matters with discretion. Ideal candidates should have prior experience in private wealth, advisory, or family office settings, and must demonstrate exceptional organisation skills and sound judgement. The position...PrivateWork at office
- EisnerAmper in New York seeks a senior Business Development Executive for Private Client Services to originate new HNW and UHNW client relationships across... ...solutions. You will build deep strategic relationships with wealth managers, private banks, RIAs, family offices and law...PrivateWork at office
- Morgan Stanley is seeking a Registered Client Service Associate in New York to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and manage account details with a client-first mindset. The role requires...PrivateWork at office
$65 - $75 per hour
...with offices in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a strong foundation... ...and quality control Collaborate with partners and wealth advisors on estate and wealth transfer strategies Requirements...SeniorPrivateContract work- ...lead a client-facing accounting function for a client in the Private Wealth space that we've partnered with, providing strategic oversight... ...client relationships. You will serve as a key member of our senior leadership team, helping guide a growing accounting function that...SeniorPrivate
$176.72k - $265.08k
...communication skills are required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are... ...Investment products include Mutual funds, Alternative Investments (Private Equity, Real Estate and Hedge Funds) and Discretionary...SeniorPrivateFull time$165k - $250k
...Description Title: Senior Manager, Family Office... ...accounting, tax, reporting, wealth transfer, and business... ...support investment administration activities. Ensure... ...managers, senior associates, and staff while fostering... ...impacting family offices and private clients....SeniorPrivateFull timeWork at office- ...an integral part of Asset & Wealth Management team where you will... ...Skills At least five years of administrative experience Advanced... ...experience interacting with senior management Strong interpersonal... ...investment management and private banking solutions. Asset Management...SeniorPrivateWork at office
$73.5k - $83.9k
Senior Administrative Assistant (Administrative Support Assistant III) - TripleTree Capital One is... ..., earning and respecting the trust of associates and communicating openly both internally... ...catering, audiovisual, rooming and private dining contracts, and run‑of‑show items...SeniorPrivateFull timePart timeWork at officeLocal area- Are you ready to shape the future of private banking at the world’s premier global financial... ...’re seeking an innovative and strategic Senior Product Designer to drive the evolution... ...within the Private Bank, with a core focus on wealth management products. In this role, you...SeniorPrivate
- Senior Billing Specialist Location: New York, NY (Onsite) | Job Type: Contract | Only... ...for institutional, intermediary, and private wealth clients. Responsibilities: Lead the... ...Management, Wealth Management, or Fund Administration organization. Strong understanding of...SeniorPrivateContract work
$220k - $415k
...initiatives based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). You will be... ...and implement a marketing strategy aimed at growing current Private Banking relationships as well as cultivating new business. Develop...SeniorPrivateWork at officeWork from home- Compound Planning, Inc. is seeking a Senior Director, Investments to own the alternatives program, lead due diligence across private and public markets, and translate investment... ...education. The role involves partnership with Wealth Advisors and cross-firm collaboration to...SeniorPrivate
- Brookfield Asset Management LLC is seeking a Senior Vice President in New York to join the Credit Investment Specialist team. This... ...business development for Brookfield’s Credit Platform, targeting private wealth investors and expanding to institutional clients and...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Senior Administrative Associate. Be the first to apply!
- engineering team administrator New York, NY
- property management administrative assistant New York, NY
- executive team assistant office manager New York, NY
- work from home admin assistant New York, NY
- administrative assistant New York, NY
- data entry administrative assistant New York, NY
- first team staffing New York, NY
- operations administrative assistant New York, NY
- operations support assistant New York, NY
- administrative assistant work from home New York, NY


