The Challenge
AllianceBernstein's Private Wealth Management division needs a strategic leader to own experiential marketing across the Midwest—building premium client experiences that drive advisor growth and protect brand positioning. You'll translate wealth advisor goals into measurable marketing impact for a discerning, high-net-worth audience.
Your Mission
Map regional marketing priorities with Managing Directors and Wealth Advisors across Chicago, Cleveland, and Minneapolis; define 2026 go-to-market plans with clear ROI targets
Audit and optimize current event portfolio and vendor relationships; establish baseline KPIs for all experiential and sponsorship activities
Onboard and mentor your Associate Marketing Strategist; establish cadence for regional-national coordination with PR, digital, and creative teams
Launch one flagship regional event or client experience demonstrating brand alignment and advisor engagement metrics
Execute 6+ high-touch events/sponsorships with documented impact on client acquisition, retention, and advisor productivity
Build scalable event playbook including vendor vetting, budget templates, and measurement frameworks replicable across all three offices
Deliver regional marketing budget analysis showing cost-per-engagement, ROI by event type, and optimization recommendations to leadership
Establish yourself as primary regional marketing strategist—owning advisor feedback loop and translating insights into campaign improvements
KPIs You'll Own
Event ROI & Cost-Per-Engagement
Track spend per event against advisor-generated leads, AUM influenced, and client satisfaction scores to optimize event mix
Advisor Adoption & Satisfaction
Measure how many advisors leverage regional marketing support and rate effectiveness in their go-to-market execution
Client/Prospect Acquisition by Channel
Attribute new relationships and AUM growth to experiential marketing, sponsorships, and event activities vs. other channels
Regional Marketing Budget Efficiency
Monitor spend variance, approval turnaround, and cost management against quarterly targets and national benchmarks
Brand Sentiment & Positioning
Assess brand perception among UHNWclients and prospects post-event through feedback surveys and qualitative feedback from advisors
Tools & Stack
Your Team
Your Manager
Head of Marketing, Bernstein Private Wealth Management
Current Team
1 Associate Marketing Strategist (direct report); dotted-line partnerships with national PR, social, digital, creative, and operations teams across the country
Backfill—role exists, you're stepping into established function
The Package
Salary
$200K-$260K base
Variable
Likely annual bonus tied to regional objectives and event performance
Remote
On-site Chicago, IL with travel to Cleveland and Minneapolis offices
Benefits & Perks
Company Intelligence
AllianceBernstein is a global investment management and services firm managing significant AUM for institutional and private clients. Bernstein Private Wealth Management serves ultra-high-net-worth individuals and families, positioning itself as a premium advisor in wealth strategy. The Midwest region represents meaningful growth opportunity across three strategic hubs.
Customers
Ultra-high-net-worth individuals, families, and institutions
Culture
Professional, brand-conscious, client-first mentality with emphasis on advisor partnership and measurable results
Is This Role For You?
- You've built and executed experiential marketing programs for premium/luxury audiences—not entry-level corporate events
- You think like a business partner, not just a marketer: you know how to connect marketing activities to advisor productivity and AUM growth
- You're equally comfortable with strategy and execution: defining KPIs AND managing vendors, contracts, timelines
- You thrive in a collaborative environment where you're driving alignment across regional and national stakeholders with competing priorities
- You have 10+ years of hands-on experiential/events marketing and want to step into a VP strategic leadership role
- You're a digital-native marketer looking to escape events—this role is 70% experiential and events, 30% broader regional marketing
- You need complete autonomy: this role requires heavy collaboration with advisors, national teams, and managing directors
- You're unwilling to travel regularly to Cleveland and Minneapolis for relationship building and event execution
Interview Process
Recruiter Screening Call
Confirm experiential marketing background, UHNWclient experience, and regional/Midwest interest (15-20 min)
Hiring Manager Interview
Deep dive on strategic approach to advisor partnerships, event ROI measurement, and cross-functional collaboration (45-60 min)
Case Study/Project Exercise
Design a regional event strategy or go-to-market plan for a specific advisor/geography with measurable KPIs (take-home or live)
Regional Leadership Panel
Meet Head of Marketing + 1-2 Managing Directors or Wealth Advisors to discuss priorities, advisor needs, and cultural fit (60 min)
Interested in this role?
Apply now and hear back within days, not weeks.
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