VP, Senior Marketing Strategist

AllianceBernstein LP•Chicago, IL

21d

About The Position

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.

Requirements

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.

Nice To Haves

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

Responsibilities

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.