Marketing Event Strategist

AllianceBernstein LP•San Francisco, CA

1d•Hybrid

About The Position

Bernstein Private Wealth Management is 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, Cultural insight, Creativity, and Client understanding. You’ll work closely with regional leadership to bring marketing strategies to life and support advisors in deepening relationships and driving growth.

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 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

Nice To Haves

Experience in experiential marketing—especially within high-end financial services or luxury sectors—is strongly preferred.

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