AO/Project Manager, Bernstein Advisory Services

Job 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 Manage and coordinate a variety of operational and strategic initiatives supporting the Bernstein Advisory Services business Track deliverables, maintain project timelines, and proactively identify risks, bottlenecks, or follow-up items Create structure and process around emerging business needs in a rapidly evolving environment Serve as a central coordination point across internal stakeholders including advisors, marketing, operations, finance, and leadership teams Revenue Tracking & Invoicing Support Help develop and maintain processes for tracking advisory service engagements and related revenue streams Coordinate invoicing workflows and monitor payment collection processes Track advisor participation and support accurate reporting related to sourced opportunities and associated compensation tracking Identify opportunities to improve operational efficiency and scalability over time Pipeline Management & Advisor Engagement Maintain and update dashboards and pipeline reporting related to inbound advisory inquiries and opportunities Track incoming requests and ensure timely follow-up with advisors and internal stakeholders Monitor stale or inactive opportunities and proactively coordinate next steps Support strategic advisor engagement efforts, including helping identify high-potential advisors and tracking outreach activities Proposal & Content Development Support development and coordination of client-facing and advisor-facing materials including presentations, case studies, flyers, and proposals Partner with marketing teams to help drive content from draft stage through final production Leverage prior proposals, templates, and existing materials to create first drafts of customized proposals and engagement documents Convert draft content and slides into polished PowerPoint presentations and presentation materials Strategic Support Assist with data gathering, analysis, and internal business insights to support growth initiatives Help build scalable processes and operational infrastructure for an expanding business Contribute to ad hoc strategic projects and evolving business priorities as the platform continues to grow Qualifications 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 Strong organizational and execution skills, with the ability to manage multiple priorities simultaneously Demonstrated ability to work independently and solve problems proactively with limited direction Experience supporting senior executives or business leaders in a fast-paced environment preferred Excellent written and verbal communication skills Strong PowerPoint and Excel skills required Experience working with CRM systems, dashboards, and pipeline tracking tools preferred Comfort operating in a highly collaborative, cross-functional environment High level of professionalism and discretion when handling sensitive client and business information Familiarity with ultra-high net worth client environments and expectations preferred What Will Make Someone Successful in This Role Ability to anticipate needs rather than wait for direction Comfort navigating ambiguity and evolving priorities Strong attention to detail while maintaining focus on broader business objectives Intellectual curiosity and willingness to learn a specialized business Ability to balance operational execution with strategic thinking Strong sense of ownership and accountability Pune, India