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High competition: Tier‑1 brand, mid-level generalist role, Pune metro, and common skillset amplify applicant density.
Medium sensitivity: program and reporting skills transfer well, but UHNW family engagement context favors finance experience.
Medium strictness: explicit 5+ years plus preferred platform experience, but few mandatory certifications.
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Provide execution and coordination support for Family Engagement programs including Leadership Accelerator and peer-to-peer initiatives.
Manage material distribution, communication, reporting, and dashboards to ensure accurate and accessible program information.
Identify and implement process improvements and AI-enabled tools to enhance team efficiency and support strategic work.
Minimum 5+ years experience in project coordination, program management, business operations, or related functions.
High proficiency in Microsoft PowerPoint, Excel, Outlook; experience with Salesforce, Seismic, SurveyMonkey, Power BI preferred.
Experience supporting senior stakeholders or global teams preferred.
Work Experience Required: 5+ years
Operates well with minimal oversight, excellent at managing multiple workflows and deadlines in a global team environment.
Strong organizational skills with attention to detail for advisor/client-facing communications and materials.
Comfortable with technology adoption including AI-enabled tools to improve workflows and team efficiency.