As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner.
Group Description
Bernstein Advisory Services is a growing strategic advisory business serving ultra-high net worth clients and advisors across the Bernstein platform. As the business continues to scale, we are seeking a highly organized, adaptable, and proactive project management professional to help build operational infrastructure, support advisor engagement, and drive execution across a wide range of strategic initiatives.
This is a unique opportunity to join an entrepreneurial business at an early stage and work closely with a senior business leader on high-impact initiatives that support growth, client engagement, and operational excellence.
Job Description
The Project Manager will serve as a key execution partner to the head of Bernstein Advisory Services, helping coordinate business operations, manage strategic projects, support advisor engagement efforts, and streamline internal processes.
This role requires a high degree of independence, judgment, and problem-solving capability. The ideal candidate is someone who can operate effectively in a fast-paced, evolving environment with minimal oversight, anticipate needs, and proactively drive work forward across multiple stakeholders and workstreams.
Given the global nature of the role, this position will operate in a follow-the-sun support model, helping maintain momentum across projects and initiatives outside of U.S. business hours.
Key Responsibilities
Business Operations & Project Management
Manage and coordinate a variety of operational and strategic initiatives supporting the Bernstein Advisory Services business
Track deliverables, maintain project timelines, and proactively identify risks, bottlenecks, or follow-up items
Create structure and process around emerging business needs in a rapidly evolving environment
Serve as a central coordination point across internal stakeholders including advisors, marketing, operations, finance, and leadership teams
Revenue Tracking & Invoicing Support
Help develop and maintain processes for tracking advisory service engagements and related revenue streams
Coordinate invoicing workflows and monitor payment collection processes
Track advisor participation and support accurate reporting related to sourced opportunities and associated compensation tracking
Identify opportunities to improve operational efficiency and scalability over time
Pipeline Management & Advisor Engagement
Maintain and update dashboards and pipeline reporting related to inbound advisory inquiries and opportunities
Track incoming requests and ensure timely follow-up with advisors and internal stakeholders
Monitor stale or inactive opportunities and proactively coordinate next steps
Support strategic advisor engagement efforts, including helping identify high-potential advisors and tracking outreach activities
Proposal & Content Development
Support development and coordination of client-facing and advisor-facing materials including presentations, case studies, flyers, and proposals
Partner with marketing teams to help drive content from draft stage through final production
Leverage prior proposals, templates, and existing materials to create first drafts of customized proposals and engagement documents
Convert draft content and slides into polished PowerPoint presentations and presentation materials
Strategic Support
Assist with data gathering, analysis, and internal business insights to support growth initiatives
Help build scalable processes and operational infrastructure for an expanding business
Contribute to ad hoc strategic projects and evolving business priorities as the platform continues to grow
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 preferred
Excellent written and verbal communication skills
Strong PowerPoint and Excel skills required
Experience working with CRM systems, dashboards, and pipeline tracking tools preferred
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 preferred
What Will Make Someone Successful In This Role
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
