AO/Project Manager, Bernstein Advisory Services
Core
Project Manager supporting the operational infrastructure, strategic initiatives, and advisor engagement for Bernstein Advisory Services' ultra-high net worth clients.
Role type
Senior IC project manager (financial services advisory)
Builds
Operational processes, project execution, advisor engagement workflows, and client-facing materials
Domain
Financial services / Investment advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Project management, business operations, process creation, stakeholder coordination, revenue tracking, pipeline management, proposal development, data analysis, PowerPoint, Excel
Preferred skills
CRM systems, dashboard tools, ultra-high net worth client environment experience, senior executive support
Technologies
PowerPoint, Excel, CRM systems
Responsibilities
Coordinate operational and strategic initiatives, track deliverables and project timelines, develop revenue tracking and invoicing processes, maintain pipeline dashboards and advisor engagement tracking, support proposal and content development, assist with data gathering and business insights
Seniority
Senior, hands-on IC