Who You’ll Work With:
The Director of Strategic Partnerships will work closely with the leaders of our UHNW & Growth Strategies initiatives to identify and execute opportunities to expand Bernstein's service model. This role is client-facing, and requires the ability to build and maintain relationships with external partners and vendors.
Where the team opts for an external solution (vendor or partner) the Director of Strategic Partnerships will conduct due diligence of options and deliver a recommendation on a partner or vendor based on comprehensive research and evaluation. Additionally, they must establish a system for periodic vendor review and maintain a repeatable process for evaluating partnership engagements.
What You’ll Do:
Act as a key client-facing representative of the organization, meeting with clients and prospective clients to help identify appropriate resources based on their needs, address any questions and gather feedback on their experience with preferred providers and partners.
Drive business planning and structuring to expand Bernstein's service model in collaboration with the leaders of our UHNW & Growth Strategies initiatives.
Conduct comprehensive research and due diligence to evaluate potential partners and vendors, and deliver recommendations based on analysis of the competitive landscape.
Negotiate partnership terms, including preferred pricing, revenue sharing, exclusivity, and non-solicitation provisions.
Collaborate with cross-functional teams (digital, client service, investment strategies, institute leads, etc.) to launch partnerships internally or onboard vendors.
Work with the Private Wealth Infrastructure teams to scope and prioritize projects related to building capabilities, and represent the business as a stakeholder in these projects.
Partner with Financial Advisors to steer clients towards preferred providers and partners best suited to meet their needs, and establish a process for collecting feedback from clients about their experience.
Partner with Marketing & Talent Development to strategically leverage trusted partners in Bernstein experiences, external thought leadership, internal continued education, and social.
Maintain and consistently reevaluate a governance process to improve the efficiency of sourcing and launching future partnership opportunities.
Evaluate partnerships and vendors on a regular basis to ensure that they continue to deliver on their previously established service, and establish applicable metrics and key performance indicators to measure progress.
Develop partner engagement initiatives to drive awareness, forecast for strategic changes, and establish a process of defining success and growth metrics.
What We’re Looking For:
The ideal candidate will have 7-10 years of relevant financial services experiences. In addition, the candidate for this role will have a proven track record of success in a senior-level strategic partnerships role, with experience in conducting due diligence, negotiating partnership terms, and building and maintaining relationships with external partners and vendors. They will be highly client-facing, with the ability to collaborate effectively with cross-functional teams and drive business planning and structuring to expand Bernstein's service model.
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!
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $140,000 to $175,000. 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.
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