Program & Operations Associate, Family Engagement

Location: India
Business: UHNW, Family Engagement

About Family Engagement

Bernstein’s Family Engagement team helps ultra-high-net-worth individuals and
families navigate the complex human, relational, and practical dimensions of
significant wealth. The team develops programs, research, resources, and
experiences that support families as they communicate across generations,
prepare rising leaders, define shared goals, and make thoughtful decisions about
wealth, legacy, governance, and family continuity.

Working closely with advisors and internal partners, Family Engagement provides
differentiated support for Bernstein’s most complex client relationships through
education, facilitation, thought leadership, peer engagement, and customized
family-focused programming. The team plays an key role in helping advisors
deepen relationships with clients and deliver a more holistic experience beyond
investment management.

Position Overview

The Family Engagement team is seeking an India-based Program & Operations




Associate to provide high-quality execution, coordination, reporting, and
process support across a growing set of Family Engagement initiatives. This role
will initially focus on core program administration, team operating leverage,
reporting, content workflow support, survey administration, and platform
maintenance. Over time, as the individual builds context and credibility with
the team, the role may expand into broader strategic, analytical, research, and
AI-enabled support.

The ideal candidate is organized, proactive, detail-oriented, and comfortable
supporting senior stakeholders in a global, follow-the-sun working model. This
person should be able to operate, with direction, minimal day-to-day oversight,
identify opportunities for process improvement, and bring a high standard of
professionalism to work that supports advisors, clients, and internal teams
serving ultra-high-net-worth families.

Key Res

📌 AO/Program & Operations Associate, Family Engagement (Pune)
🏢 Alliancebernstein
📍 Pune