AO/Project Manager, Bernstein Advisory Services

Company Description:

• 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

• Strong sense of ownership and accountability