AO/Project Manager, Bernstein Advisory Services
Description
Company Description
- As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients' most valued asset-management partner.
Group Description
- Bernstein Advisory Services is a growing strategic advisory business serving ultra-high net worth clients and advisors across the Bernstein platform. As the business continues to scale, we are seeking a highly organized, adaptable, and proactive project management professional to help build operational infrastructure, support advisor engagement, and drive execution across a wide range of strategic initiatives.
- This is a unique opportunity to join an entrepreneurial business at an early stage and work closely with a senior business leader on high-impact initiatives that support growth, client engagement, and operational excellence.
Job Description
- The Project Manager will serve as a key execution partner to the head of Bernstein Advisory Services, helping coordinate business operations, manage strategic projects, support advisor engagement efforts, and streamline internal processes.
- This role requires a high degree of independence, judgment, and problem-solving capability. The ideal candidate is someone who can operate effectively in a fast-paced, evolving environment with minimal oversight, anticipate needs, and proactively drive work forward across multiple stakeholders and workstreams.
- Given the global nature of the role, this position will operate in a follow-the-sun support model, helping maintain momentum across projects and initiatives outside of U.S. business hours.
Key Responsibilities
Business Operations & Project Management
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Manage and coordinate a variety of operational and strategic initiatives supporting the Bernstein Advisory Services business
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Track deliverables, maintain project timelines, and proactively identify risks, bottlenecks, or follow-up items
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Create structure and process around emerging business needs in a rapidly evolving environment
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Serve as a central coordination point across internal stakeholders including advisors, marketing, operations, finance, and leadership teams
Revenue Tracking & Invoicing Support
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Help develop and maintain processes for tracking advisory service engagements and related revenue streams
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Coordinate invoicing workflows and monitor payment collection processes
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Track advisor participation and support accurate reporting related to sourced opportunities and associated compensation tracking
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Identify opportunities to improve operational efficiency and scalability over time
Pipeline Management & Advisor Engagement
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Maintain and update dashboards and pipeline reporting related to inbound advisory inquiries and opportunities
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Track incoming requests and ensure timely follow-up with advisors and internal stakeholders
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Monitor stale or inactive opportunities and proactively coordinate next steps
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Support strategic advisor engagement efforts, including helping identify high-potential advisors and tracking outreach activities
Proposal & Content Development
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Support development and coordination of client-facing and advisor-facing materials including presentations, case studies, flyers, and proposals
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Partner with marketing teams to help drive content from draft stage through final production
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Leverage prior proposals, templates, and existing materials to create first drafts of customized proposals and engagement documents
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Convert draft content and slides into polished PowerPoint presentations and presentation materials
Strategic Support
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Assist with data gathering, analysis, and internal business insights to support growth initiatives
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Help build scalable processes and operational infrastructure for an expanding business
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Contribute to ad hoc strategic projects and evolving business priorities as the platform continues to grow
Qualifications
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5+ years of experience in project management, business operations, consulting support, client service, or a related role within financial services or a professional services environment
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Strong organizational and execution skills, with the ability to manage multiple priorities simultaneously
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Demonstrated ability to work independently and solve problems proactively with limited direction
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Experience supporting senior executives or business leaders in a fast-paced environment preferred
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Excellent written and verbal communication skills
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Strong PowerPoint and Excel skills required
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Experience working with CRM systems, dashboards, and pipeline tracking tools preferred
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Comfort operating in a highly collaborative, cross-functional environment
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High level of professionalism and discretion when handling sensitive client and business information
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Familiarity with ultra-high net worth client environments and expectations preferred
What Will Make Someone Successful in This Role
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Ability to anticipate needs rather than wait for direction
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Comfort navigating ambiguity and evolving priorities
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Strong attention to detail while maintaining focus on broader business objectives
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Intellectual curiosity and willingness to learn a specialized business
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Ability to balance operational execution with strategic thinking
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Strong sense of ownership and accountability
Shift Timing: 5:00 PM to 1:30 AM IST
Pune, India