AO/Program & Operations Associate, Family Engagement

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Skills you'll use

What you'll do

• Program and Operations Support
• 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.
• Reporting, Metrics, and Business Insights
• Prepare recurring reports and summaries related to 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 better prioritize work and improve service delivery.

Who can apply

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

About AllianceBernstein

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