AO/Program & Operations Associate, Family Engagement

Overview

Support the AllianceBernstein Family Engagement team with program administration, operations, reporting, content workflow and process improvement for ultra-high-net-worth family engagement initiatives. The role is India-based, works a follow-the-sun model with global stakeholders, and initially focuses on execution and coordination with the potential to expand into strategic, analytical and AI-enabled support.

What you'll do

• Support recurring Family Engagement programs, including Leadership Accelerator, peer-to-peer initiatives, surveys, family meeting preparation, participant communications and post-session follow-up.
• Coordinate pre- and post-session materials, distribution lists, reminder emails, recap communications, recordings, survey links and related trackers.
• Assist with team operating needs, including resource requests, scheduling support, expense tracking, T&E coordination, quarterly business reporting and recurring internal updates.
• Maintain team trackers, templates, calendars, dashboards and reporting tools to ensure information is current, accurate and easy to access.
• Prepare recurring reports and summaries on program activity, participation, ROI metrics, LAB activity, peer-to-peer engagement and other key business indicators.
• Support the maintenance and interpretation of dashboards, trackers and other reporting tools.
• Help the team improve how program activity, deliverables, outcomes and follow-up items are captured, organized and communicated.
• Identify trends, gaps or recurring needs that can help the team prioritize work and improve service delivery.
• Support quote-check processes for blogs, research and thought leadership, including pulling quotes, updating trackers, preparing outreach, monitoring responses and escalating edits or approvals.
• Assist with survey administration for research, LAB, peer-to-peer sessions and family meetings.
• Maintain and refresh Family Engagement content on Seismic, including newly published research, blogs, key dates, program materials and related collateral.
• Refresh existing materials, with direction, to ensure visuals, data, session content and supporting resources remain current.
• Support first-pass research, competitive scans, social media drafts, event summaries and internal communications as the role evolves.
• Identify opportunities to improve team efficiency through templates, workflow enhancements, better use of existing platforms and approved AI tools.
• Stay current with approved internal AI tools and suggest practical ways the team can use them to streamline administrative, reporting, research and communication workflows.
• Help standardize repeatable processes so senior team members can focus on advisor/client engagement and higher-value strategic work.
• Support the future administration of tools, platforms or processes adopted by the Family Engagement team as the business scales.

What you'll need

• 5+ years of experience in project coordination, program management, business operations, research support, marketing operations, client service support or a related function.
• Strong organizational and project management skills, with the ability to manage multiple workflows, deadlines and stakeholders.
• Excellent written communication skills, with the ability to draft clear, polished emails, summaries and internal updates.
• High proficiency with Microsoft Office, particularly PowerPoint, Excel and Outlook.

Nice to have

• Experience with Salesforce, Seismic, SurveyMonkey, Power BI or similar platforms.
• Experience supporting U.S.-based stakeholders, senior professionals or global teams.
• Interest in wealth management, UHNW client engagement, family office, leadership development, research or related areas.

Details

• Location: India (Pune, India).
• Shift timing: 5:00 PM to 1:30 AM IST.