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.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an setting where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

Summary




Account Transitions provide a high level of support for the take on and ongoing service of AB Institutional clients as well as Private Clients with DvP mandates. The individual will be responsible for managing a Team that project manage these activities from an OP’s perspective.
The key objective is to achieve internal and external client satisfaction during any ‘transition’ event lifecycle – be that an a/c opening, closing or BaU event.

The role necessitates constant emphasis on attention to detail and adherence to deadlines but also requires an ability to ensure prompt and appropriate response to a broad range of enquiries from internal and external clients. An understanding of the implications of a global model is extremely important, as our accounting systems are at the heart of our systems infrastructure and the impact of any change to data or flow can be fundamental.

Responsibilities/Prime Functions
• Work closely with internal stakeholders to manage fund/mandate launches, closures, and

📌 AVP/ Account Transitions Lead (Pune)
🏢 Alliancebernstein
📍 Pune