VP/Experiential Marketing & Private Client Events

Who You'll Work With:

Bernstein Private Wealth Management is seeking a Vice-President to lead marketing for our Mid-West region including offices in Chicago, Cleveland, and Minneapolis.  

This role serves as the Senior Marketing Strategist for the Mid-West focused on U/HNW experiential marketing and private client events. Programming supports wealth advisor goals and regional growth objectives while ensuring all marketing efforts reflect Bernstein’s premium brand positioning.

The role partners with other regional marketing strategy leaders across the country plus national Bernstein teams for public relations, national events, national campaigns, creative and brand, digital and operations.     

Based in Chicago, IL, the role will report to the Head of Marketing for Bernstein Private Wealth Management.

The role takes the report of 1 Associate Marketing Strategist also supporting experiential marketing and private client events in the Mid-West region.

What You’ll Do:

• Lead marketing strategic planning across the Mid-West, partnering with Managing Directors and Wealth Advisors, to define marketing goals reflective of local priorities and growth initiatives.

• Partner with Wealth Advisors to help them develop their go-to-market plans setting the foundation for effective marketing execution backed by meaningful ROI.

• Design and execute impactful events, sponsorships, experiences for clients and prospects that support both regional and national goals; oversee all on-site and off-site marketing events, manage vendor relationships, coordinate resources, and handle contract negotiations.

• Serve as primary regional point of contact for all marketing requests across the region, ensuring each is aligned with business objectives, advisor goals, and with the potential to drive measurable impact.

• Beyond experiential and events, partner with national PR, social media, digital teams to execute local and regional marketing initiatives.  

• Serve as regional liaison for national sales campaigns and initiatives, ensuring clear communication of details, goals, and deadlines.

• Set marketing KPIs in collaboration with Managing Directors and Wealth Advisors and including all tracking metrics for marketing activities – from events to creative placements and channel strategies.

• Analyze results, provide feedback to Managing Directors and Wealth Advisors, and partner on optimization strategies and ensure that lessons learned inform future efforts.

• Manage the regional marketing budget ensuring timely approvals, payment tracking, and effective cost management.

• Lead and mentor direct report(s) creating opportunities for learning and professional growth.  

What We’re Looking For:

We encourage you to apply if you have a track record of success in events and experiential marketing and have successfully served as a hands-on strategic partner to business leaders.

Success in this role requires a positive, can-do’, and innovative, entrepreneurial mindset. The ideal candidate will be an adept project manager and comfortable working under pressure while managing stakeholders at varying levels of seniority. Equally important, the candidate must be passionate about our business and promoting and protecting our brand.

We are seeking:

• Experiential and events marketing professional with 10+ years of experience

• Prior work in high-touch, intimate marketing engagement with premium and discerning audiences

• Prior experience serving U/HNW client segments including luxury with experience-led marketing and branded “moments that matter”

• Exceptional project management experience and strong attention to detail. Capable of managing multiple projects and expectations simultaneously.

• Strategic thinker, with the ability to work collaboratively with cross-functional teams, and rapidly build strong relationships with stakeholders at all levels.

• Storyteller, able to craft compelling messaging for a variety of audiences.

• Prior experience in wealth and investment management and / or luxury products and services preferred

About AB:

Bernstein Private Wealth Management (“Bernstein”), a subsidiary of AllianceBernstein L.P. (AB), provides
advanced planning strategies and a wide array of investment management services to high and ultra-high-net-worth families, endowments, foundations, and institutions to help them reach specific financial objectives. Bernstein is distinguished among major wealth managers by its singular focus on wealth management and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach to wealth management, including investments, planning, and family engagement, allows the firm to tailor each client’s portfolio. This approach minimizes the effects of tax and volatility with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.
 

Bernstein has offices in all major markets across the US and serves clients around the world.  

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!