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Tier-1 brand, common PM title, mid experience band, metro location, and broad cross-functional scope increase competition.
Core PM skills are transferable but UHNW and financial-services familiarity raise domain specificity moderately.
Explicit 5+ years plus preferred financial-services background and strong PowerPoint/Excel requirements make filtering moderately strict.
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Coordinate and manage operational and strategic initiatives for Bernstein Advisory Services, focusing on advisor engagement, revenue tracking, and pipeline management.
Serve as a primary liaison across internal stakeholders including advisors, marketing, operations, finance, and leadership to streamline processes and support business growth.
Support proposal and content development, strategic projects, and maintain momentum on initiatives globally, including follow-the-sun support outside U.S. hours.
5+ years of experience in project management, business operations, consulting support, or related roles within financial or professional services.
Strong PowerPoint and Excel skills are mandatory; experience with CRM systems and pipeline tracking tools preferred.
Experience supporting senior executives or business leaders in a fast-paced environment preferred but not mandatory.
Location requirement: Pune, India.
Demonstrates strong organizational and execution skills with ability to operate independently and proactively in ambiguous, fast-evolving environments.
Experienced in cross-functional collaboration and comfortable managing multiple priorities simultaneously in strategic and operational contexts.
Familiar with ultra-high net worth client environments or similar high-touch professional services scenarios to align with the business focus.