VP, Senior Marketing Strategist

Who You'll Work With:
 

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

This role serves as the regional strategic marketing lead for the Mid-West, driving marketing execution that aligns with wealth advisor goals and local market objectives. The Senior Marketing Strategist ensures all marketing efforts reflect Bernstein’s brand standards and guides advisors toward impactful, measurable marketing outcomes. The role includes integrated marketing planning across channels with a dominant focus on experiential and events marketing.

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 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 meaningful and effective marketing execution.

• 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.

• Design and execute impactful events and sponsorships 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.

• 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:

Success in this role requires a positive, ‘can-do’, and innovative mindset. The successful candidate will be an adept project manager and comfortable working under pressure while managing stakeholders at varying levels of seniority. Equally importantly, the candidate must be passionate about our business and promoting and protecting our brand. If you are a hands-on strategic thinker with a track record of success in events and experiential marketing, we encourage you to apply:

• Marketing leader with 10+ years of integrated marketing experience including significant events marketing experience

• Prior work in high-touch marketing engagement, experience-led marketing, branded “moments that matter”

• Prior experience serving U/HNW client segments

• 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

• Background in digital marketing including social media and digital lead generation 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!