AllianceBernstein · 1 day ago
VP/Director of Insurance Planning
New York, NY
Full-time
Onsite
Mid, Senior Level
$200K/yr - $225K/yr
5+ years expAllianceBernstein is a leading global investment management firm that provides high-quality research and diversified investment services. They are seeking a Director of Insurance Planning to provide expertise in personal insurance planning for high-net-worth clients, collaborating closely with Financial Advisors to develop customized solutions and enhance the Private Wealth business.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Working with the firm's Financial Advisors and clients in analyzing existing and proposed insurance products and related strategies in the context of clients' tax and estate planning circumstances
Communicating our planning research conclusions and capabilities to clients, prospects, and professionals' both sophisticated and lay
Establishing the Bernstein brand in the high net worth channel by engendering trust and confidence among prospective and existing clients and their professional intermediaries
Working closely with our Financial Advisors as a strategic partner
Training and educating the Financial Advisors and members of the Wealth Strategies research team on insurance products and insurance planning strategies, and any related compliance guardrails
Assisting in the identification and research of current issues regarding asset allocation, tax management, investment planning, and other critical private wealth topics
Conducting original research and publishing articles, marketing materials and a variety of client-servicing presentations summarizing our research insights
Qualification
Required
Strong analytical skills
Thought leadership
Effective interpersonal style
Excellent public-speaking skills
Strong academic record
History of professional success
Minimum of five years of relevant work experience
Having the highest level of personal and professional integrity
Very bright, quantitative, intellectually sophisticated
Client-service oriented
Able to work in a team-based culture
Building strong relationships both inside and outside the firm
Some travel required
FINRA registration (SIE, Series 7 and Series 66 or equivalent)
Insurance Licenses (Life, Variable and/or Property/Casualty)
Preferred
Strong mathematical skills, including familiarity with basic estate planning analytical software and Excel
Benefits
Health insurance coverage
An employee wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Sick and vacation time off
Company
AllianceBernstein
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
1001-5000 employees
H1B Sponsorship
AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)
Funding
Current Stage
Public CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
Seth Bernstein
President & CEO
James Wallin
Senior Vice President
Recent News
2026-01-06
MarketScreener
2026-01-05
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