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Seeking an experienced Marketing Event Strategist to design and execute high‑impact advisor‑focused campaigns across the West Coast and Rocky Mountain regions.
Bring your strong project management, creativity, and client‑centric approach to drive measurable growth for investors.
Who You'll Work With
Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.
Our clients are located around the globe, and we have offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach.
What You’ll Do
We’re seeking an experienced Marketing Event Strategist to help design, plan, and execute advisor‑focused marketing initiatives across the West Coast and Rocky Mountain regions. This role blends strategic thinking with strong project‑management skills to deliver high‑impact, multi‑channel marketing initiatives.
The ideal candidate can translate business goals into integrated marketing strategies that reach clients and prospects across key touchpoints. Experience in experiential marketing—especially within high‑end financial services or luxury sectors is strongly preferred.
Success in this role requires four core strengths
- Relationship building — developing trust with advisors, partners, and stakeholders to drive alignment and execution
- Cultural insight — staying connected to trends and the markets you support
- Creativity — generating fresh ideas and building on existing themes
- Client understanding — delivering elevated, thoughtful experiences that resonate with our audiences
Responsibilities
- Form deep partnerships with advisors and create multichannel marketing strategies aligned with advisors’ business targets and priority demographics
- Create exceptional experiences for our clients across key audiences/verticals
- Work collaboratively across teams and departments with an ability to effectively manage multiple tasks and projects simultaneously (strong organizational skills required)
- Oversee execution of FA strategies, understanding the needs and wants of their target audiences to deliver memorable experiences
- Serve as a project manager, executor and leader for office-wide activities including office campaigns, events, forums, partnerships, and digital activities
- Partner with Events Agency (IPE) and advisor’s client servicing team on execution of events and activities
- Be accountable for all budget management related to advisor marketing strategies within defined cohort
- Demonstrate the benefit of crafting an integrated communications plan (inclusive of events, direct response (email), social media & network/influence communities), connecting advisors with training and resources as appropriate
- Identify and evaluate opportunities for innovation by leveraging existing technology, driving process improvement, and staying current on industry trends and best practices
- Partner with training team for advisors currently in training programs to ensure alignment of training, partnership, and priorities and support ongoing internal training for advisors as needed:
- Efficiency/best practice workshops (in partnership with Marketing Technology/Data colleagues)
- Marketing toolkit implementation workshops (in partnership with Marketing Strategy, Creative, Social Media, Comms & Partnerships, etc.)
- Work with advisors on goal setting, KPIs reporting on the effectiveness of all activities, inclusive of budget management as needed. Collaborate with Data team to make the best data‑driven decisions for the future.
- Manage the general administration of internal/external mailings, invitations, and other communications
- Manage and develop one direct report
What We’re Looking For
- 5-7+ years previous experience in a marketing or event planning role
- Demonstrate an ability to prioritize and execute on multiple tasks and projects in a dynamic environment
- Ability to collaborate, build relationships and influence at all levels of the organization
- Strong organizational skills and the ability to manage multiple tasks and deadlines.
- Excellent verbal and written communication skills to interact with clients, vendors, and team members
- Innovative thinking to create unique and memorable event experiences
- Meticulous attention to detail to ensure all aspects of the event are executed flawlessly
- Ability to quickly address and resolve issues that arise during the planning and execution phases
- Possess strong analytical skills and the ability to think strategically.
- Proficiency in Excel and PowerPoint is strongly preferred
- Salesforce and Pardot knowledge are a plus
- Some regional travel will be required
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $110,000 to $130,000.
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job‑related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year‑end incentive compensation, short‑and long‑term incentives and Department‑specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.
All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job‑related criteria.
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