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Strong brand, popular mid-level PM role, metro location, and broad cross-functional requirements increase applicant competition.
Core PM skills transfer across industries, but finance and UHNW experience preference increases sector specificity.
Explicit 5+ years requirement plus finance/UHNW preference and required skills create moderately strict filters.
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Coordinate and manage diverse operational and strategic initiatives for Bernstein Advisory Services to support business growth and advisor engagement.
Maintain and track project timelines, revenue-related processes, advisor pipelines, and coordinate cross-functional stakeholder communication.
Develop and refine proposal content, support strategic data analysis, and help build scalable operational infrastructure in a fast-paced global environment.
5+ years of experience in project management, business operations, consulting support, or client service within financial or professional services.
Strong organizational, execution, PowerPoint, and Excel skills; experience with CRM systems and dashboards preferred.
Ability to work independently with limited oversight in a fast-paced environment supporting senior leadership.
Location requirement: Pune, India.
Experienced in operational and project management roles within financial services or professional services environments, preferably supporting senior executives.
Comfortable managing multiple priorities independently and proactively driving work forward in ambiguous, evolving settings.
Skilled in coordinating cross-functional teams and maintaining detailed tracking of revenue, pipelines, and project deliverables.