The Private Wealth Associate partners with Advisors to provide client services including portfolio analysis and wealth planning while developing analytical and communication skills.

Lead initiatives for the Direct Indexing and Tax Managed Strategies platform, collaborating with various teams to enhance products and services. Manage project delivery from ideation to launch, ensuring solutions deliver business value and improve client experience.

The Digital Product Owner will lead the development of the My Bernstein platform, managing the product roadmap, collaborating with cross-functional teams, and ensuring a high-quality digital experience for clients and advisors.