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Tier-1 brand, mid-level generalist role in a metro with broad skillset requirements.
Operations and program skills transfer across industries, though UHNW wealth management experience is moderately preferred.
Explicit 5+ years requirement and stakeholder experience preferences make screening moderately strict.
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Coordinate and execute recurring Family Engagement programs and initiatives, ensuring preparation and follow-up materials are managed effectively.
Maintain and improve reporting tools and dashboards to track program activity, participation, and key business metrics.
Identify and implement process improvements using workflow enhancements and approved AI tools to increase team efficiency.
5+ years of experience in project coordination, program management, business operations, or related functions.
Strong proficiency in Microsoft Office (PowerPoint, Excel, Outlook); experience with Salesforce, Seismic, SurveyMonkey, or Power BI preferred.
Experience supporting senior stakeholders and/or global teams; work experience with U.S.-based clients preferred.
Location requirement: Based in Pune, India; Work Experience Required: Explicitly mentioned as 5+ years.
Experienced in supporting complex, advisor/client-facing programs with ultra-high-net-worth individuals or related sectors (wealth management, family office, leadership development).
Detail-oriented and skilled in managing multiple workflows, deadlines, and stakeholders with minimal day-to-day oversight.
Proactive in identifying process efficiencies and comfortable adopting AI-enabled tools to support team scalability and evolving priorities.