Senior Onboarding and Transitions Project Analyst

AllianceBernstein; San Antonio (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

AllianceBernstein in San Antonio seeks a Senior Project Analyst to join our Client Group Onboarding & Transitions team.

You will support onboarding, transitions, and client servicing for institutional accounts in North America, coordinating with Sales, CSA, and internal partners to ensure accuracy and timely delivery. The role requires a risk-minded, collaborative approach in a dynamic environment.

Qualifications

• Bachelor’s degree in Finance, Economics, or Business with an excellent academic record.
• 3–5 years of professional experience in a related industry or finance.
• Experience leading projects, including running cross-functional conference calls and managing project plans.

Responsibilities

• Act as project manager for client account openings, transitions, and closings, including monitoring pipelines and timelines.
• Coordinate execution of complex client-directed cash flows and fund launches.
• Lead client transitions across multiple phases with internal and third-party teams; monitor risks and issues.
• Document implementation requirements and participate in client calls with subject-matter expertise.
• Support risk mitigation, troubleshoot errors, and improve account lifecycle processes.
• Collaborate across firms to share best practices and develop global processes.
• Contribute to updating metrics and advancing team and firm goals.

Skills

Project management

Client service

Cross-functional collaboration

Communication

Education

Bachelor’s degree in Finance/Economics/Business

Job description

AllianceBernstein in San Antonio seeks a Senior Project Analyst to join our Client Group Onboarding & Transitions team.

You will support onboarding, transitions, and client servicing for institutional accounts in North America, coordinating with Sales, CSA, and internal partners to ensure accuracy and timely delivery. The role requires a risk-minded, collaborative approach in a dynamic environment.