AllianceBernstein

Risk

• Implement a risk oversight framework to monitor and assess risk for our Private Wealth business
• Lead and support strategic risk initiatives across Private Wealth areas to improve business functions and reduce risk
• Identify new areas for improvement, uncover underappreciated risks
• Create and curate risk dashboards to measure and track relevant risk factors
• Present to the risk management team, business heads and senior management on risk management efforts and initiatives
• Assist with a new buildout of Investment Risk technology infrastructure for investment risk oversight
• Utilize our Error and Incident Tracking System to diagnose thematic risks and develop proactive controls and solutions
• Partner with compliance, legal, operations, portfolio management, sales, fund accounting, and other groups to establish a robust control environment
• Complete Risk Reviews for at-risk business processes, groups or business units

Private Wealth Risk Officer

Financial Planning and Analysis

• Coordinate and support the management of third-party commercial real estate relationships
• Coordinate and project manage workstreams on the commercial real estate projects with third party asset managers, supporting execution of approved asset business plans
• Track and report asset performance against underwriting and business plan metrics
• Liaise with property managers, brokers, and service providers to ensure operational efficiency
• Coordinate documentation, tracking, and execution support related to loan modifications and borrower communications
• Ensure timely communication and coordination with the commercial team decision makers regarding project execution and operational matters
• Support implementation and tracking of approved asset-level strategies
• Ensure proper portfolio reporting/review and communication with key internal and external stakeholders connected to the projects
• Act as the primary source of information internally for investment transaction performance and asset-related updates
• Prepare regular asset performance reports, including variance analysis
• Monitor borrower compliance with loan documentation and business plans and further investigate any issues that may arise
• Escalate issues and coordinate resolution across stakeholders, proactively focusing on the most material/financially impactful areas and ensuring quick response to any ad hoc issues
• Support the commercial real estate commercial team to ensure they have the information required to maintain accurate detailed financial models (incl. monthly valuations) for the projects
• Coordinate operational workstreams related to new warehouse facilities and loan onboarding
• Serve as an operational coordination contact for financing counterparties
• Prepare and maintain investment memorandums, reports, and presentations for internal committees
• Manage legal, finance, and tax related tasks associated with each investment transaction or the commercial real estate strategy
• Provide day-to-day operational input on commercial real estate investment transactions
• Support operational due diligence, transaction coordination, and information gathering related to acquisitions
• Coordinate closing processes with legal, finance, and external stakeholders
• Engage with and interpret detailed commercial real estate investment transaction legal documents
• Track and reconcile investment-level cash flows, budgets, and funding requirements
• Quickly evaluate complex situations that arise and use good judgement to propose solutions
• Effectively manage be-spoke complex financing agreements
• Set up new deal structures and manage existing deal structures with various AB CarVal departments as well as external stakeholders
• Complete due diligence and audit requests by working with appropriate partners
• Coordinate, manage and maintain accuracy all aspects of tracking commercial real estate transactions in AB CarVal’s systems
• Respond to internal and external queries regarding commercial real estate investment transactions throughout their life cycle
• Collaborate with the AB CarVal commercial real estate commercial team and external commercial real estate transaction partners
• Provide input on commercial real estate investment transaction documentation alongside AB CarVal commercial real estate commercial team
• Coordinate with partners regarding appropriate investment memorandums, performance reporting, business & legal practices, and accounting procedures for each investment transaction
• Make judgement-based decisions related to the operations function and assume responsibility for the impact to the business
• Understand key areas of the commercial real estate investment transactions/business and anticipate potential issues; proactively communicate solutions to others within the team or management
• Assist with project by project review/analysis/milestones within commercial real estate investment transactions

Senior Associate, Investment Operations, Asset Management

Recruitment

• Identify and attract Wealth Advisor talent for the company’s Private Client business throughout the United States.
• Provide a consultative approach to workforce planning by effectively anticipating organizational talent needs/gaps.
• Develop and execute a strategy to source a network of advisor candidate pools to meet those needs.
• Conduct structured market mapping and maintain long-term passive relationships.
• Partner with local leadership to craft an immersive recruitment experience.
• Handle large requisition volumes in a fast-paced, dynamic organization.
• Deliver a high-touch candidate experience.
• Serve as a talent advisor to Managing Directors and co-develop hiring strategies aligned to growth goals.
• Build collaborative, trusted relationships with key internal business partners to work effectively at all levels within the company.

VP – Talent Acquisition Partner

Strategy

• Partner with executive leadership to evolve the mission and strategy of key talent initiatives
• Drive clarity, alignment, and outcomes across council priorities
• Own timelines, governance, and KPIs across a portfolio of initiatives
• Maintain forward-looking roadmap of initiatives (now/next/later)
• Lead mentorship, development programs, and key partnerships
• Support execution of talent development programs and experiences
• Partner with marketing and business leaders on events and strategic initiatives
• Execute special projects that impact talent, retention, and development.

AVP/Manager, Talent Strategic Initiatives

Events

• Design, plan, and execute advisor-focused marketing initiatives across the West Coast and Rocky Mountain regions
• Blend strategic thinking with strong project-management skills to deliver high-impact, multi-channel marketing initiatives
• Develop trust with advisors, partners, and stakeholders to drive alignment and execution
• Stay connected to trends and the markets supported
• Generate fresh ideas and build on existing themes
• Deliver elevated, thoughtful experiences that resonate with audiences
• Work closely with regional leadership to support advisors in deepening relationships and driving growth
• Create multichannel marketing strategies aligned with advisors’ business targets and priority demographics
• Oversee execution of strategies, understanding the needs of target audiences to deliver memorable experiences
• Serve as a project manager and leader for office-wide activities including campaigns, events, forums, partnerships, and digital activities
• Partner with Events Agency and advisor’s client servicing team on execution of events and activities
• Be accountable for budget management related to advisor marketing strategies
• Identify opportunities for innovation by leveraging existing technology, driving process improvement, and staying current on industry trends

Private Wealth Risk Officer

Senior Associate, Investment Operations, Asset Management

VP – Talent Acquisition Partner

AVP/Manager, Talent Strategic Initiatives

Marketing Event Strategist