Marketing Event Strategist

Responsibilities

• 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
• You'll work closely with regional leadership to bring marketing strategies to life and support advisors in deepening relationships and driving growth.
• 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

Requirements

• 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

Additional Information

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.

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