AO/Project Manager, Bernstein Advisory Services
On-sitePune, Maharashtra, India
Job Summary
Manage and coordinate operational and strategic initiatives for Bernstein Advisory Services, tracking deliverables, maintaining timelines, and identifying risks across advisor, marketing, and finance stakeholders. Develop processes for revenue tracking, invoicing workflows, and pipeline reporting while supporting advisor engagement and proposal development. Convert draft content into polished presentations and assist with data analysis to drive growth initiatives. Operate in a follow-the-sun support model to maintain momentum outside U.S. business hours. Requires 5+ years of project management experience, strong PowerPoint and Excel skills, and the ability to work independently in a fast-paced environment. Located in Pune, India, this role offers a unique opportunity to build operational infrastructure for an early-stage strategic advisory business.
Required 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
- Excellent written and verbal communication skills
- Strong PowerPoint and Excel skills
- 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
Desired Qualifications
- Experience working with CRM systems, dashboards, and pipeline tracking tools
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.