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Lead Client Reporting workstream, prioritize projects, gather client feedback, manage Agile development, analyze metrics, and improve reporting initiatives.

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.

As an Associate, you will collaborate with Financial Advisors to provide client support services, asset allocation recommendations, and wealth planning. You will participate in a development program to enhance your investment knowledge and client service 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 Associate will support Financial Advisors through client service functions, provide asset allocation recommendations, and help build client relationships. They will participate in a training program to develop skills in investment management and client service excellence.